David Hancock

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Columbus, GA 31909

Credentials

Series 66

Industry experience

11 years

About

David Hancock is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2014. Based in Columbus, Georgia, David provides financial guidance to business owners, entrepreneurs, retirees, and affluent families, helping them address various aspects of their financial lives. He collaborates with clients to articulate their personal, professional, and charitable priorities, focusing on retirement income and cash flow modeling, tax minimization strategies, estate planning, generational wealth transfer, and concentrated stock strategies. David works closely with clients’ attorneys and accountants to develop comprehensive wealth management plans.

David holds a Bachelor’s Degree in Accounting from Samford University’s Brock School of Business. Prior to joining Merrill Lynch, he worked as a Certified Public Accountant at PricewaterhouseCoopers. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David is a member of The Morris Hancock Hall Group, which has been recognized among Forbes’ “Best-in-State Wealth Management Teams” multiple times, and he has been named to several Forbes and Financial Planning industry lists acknowledging his professional contributions.

David and his wife, Halley, live in Columbus with their four children. He is an active member of CrossPointe Church and serves on the boards of Lantern Vision and Clement Arts. In his personal time, David enjoys reading, tennis, and spending time with his family.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Retirement income strategy Wealth management Concentrated stock management Multi-generational wealth transfer General estate planning guidance

Occupation focus

Founder/Business Owner

Demographic focus

Gen Y/Millennials (Born 1980-1995) Parents

Work history

Bank Of America, N.a.

2015 - Present (11 years)

Merrill lynch, pierce, Fenner & Smith incorporated

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Theresa M

Series 66

Columbus, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner

Gina H

Series 66

Columbus, GA

Merrill

Gina Hall is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on building enduring relationships with individuals, families, and small businesses by providing personalized wealth management strategies. Gina's expertise includes financial planning strategies with concentrations in life insurance, annuities, and long-term care, and she assists clients in areas such as college education planning, corporate executive services, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Gina holds a Bachelor of Business Administration in Finance from Columbus State University, a Master of Science in Personal Financial Planning from the College for Financial Planning earned in 2016, and a Doctorate in Personal Financial Planning from Kansas State University, completed in December 2023. She is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Gina is a member of the Greater Columbus Chamber of Commerce. A native of Harris County, Georgia, Gina resides in Hamilton, Georgia with her husband, Bryan, and their three children. She devotes a significant amount of time to community involvement and fundraising activities, participating with organizations such as the American Cancer Society, Columbus Georgia Lean-In Circle, Columbus Georgia Young Professionals, and Historic Columbus.

Wealth management Annuities Long-term care insurance College savings (529s, UTMA, etc.) General estate planning guidance Young Families Women Professionals Women's Finance
user avatar

Rembert H

Series 63, Series 65

Columbus, GA

Merrill

Rembert Houser is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he develops personalized financial strategies tailored to clients’ individual goals, leveraging investment insights from Merrill and banking solutions from Bank of America to address changing market conditions. Rembert holds the Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from the University of Georgia. Committed to community involvement, he participates in local volunteer organizations aligned with Merrill's tradition of service.

Wealth management

Ismael E

Series 66

Columbus, GA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management

Alexander B

Series 66

Columbus, GA

Merrill

Alexander Ballard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of The Morris Hancock Hall Group, which has been recognized on the Forbes/SHOOK Best-In-State Wealth Management Teams list for three consecutive years. Alexander's expertise includes college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned both his Bachelor's Degree and Master's of Business Administration (MBA) from Samford University. Alexander is involved with St. Andrews Presbyterian Church.

College savings (529s, UTMA, etc.) Divorce financial planning Family Business General retirement planning Retirement income strategy

David D

Series 66

Phenix City, AL

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management ESG / Sustainable investing Values-based investing Religious/faith focused
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