Heather Feller

David Bradford is the Senior Resident Director and a partner of the Whiting Bradford Wealth Management Group at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2009 and has worked alongside Palmer Whiting since 2012. David specializes in assisting clients who often come with scattered investments and no cohesive strategy, focusing on creating organized structures for managing and optimizing overall wealth. His expertise includes developing risk-averse income and growth strategies for clients such as business owners, physicians, attorneys, retirees, and individuals experiencing major life changes. David emphasizes comprehensive planning by considering trust documents, insurance policies, and external investments, while maintaining ongoing communication to adjust strategies according to clients' evolving needs. His approach involves understanding clients' aspirations and comfort with volatility to provide tailored recommendations. David holds a Bachelor's Degree from Auburn University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He serves on the President's Cabinet for the University of South Alabama and is involved with Big Brothers Big Sisters of South Alabama. Outside of his professional work, David values spending time with his wife Stephanie and their children, and participates actively in the Mobile community.