David Brooks serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over a decade of experience in the financial services industry. Since joining Merrill Lynch in 2012, David has focused on simplifying the complexities of his clients' financial situations by offering advice grounded in time-tested principles. He works closely with individuals, families, and business owners, emphasizing attentive, client-focused service and aiming to be their primary and enduring resource for financial guidance. David's areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, and retirement income. Prior to his role at Merrill Lynch, David gained experience at Vanguard Investment Co in Charlotte, North Carolina. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Auburn University’s College of Business. David resides in Auburn, Alabama, with his wife Candice and their three sons. Both David and Candice are Auburn University graduates who value family and commitment. They are members of First Baptist Church Opelika and enjoy traveling together and sharing new experiences as a family. Outside of work, David’s interests include golf, adventure sports, boating, cooking, fishing, football, hunting, music, and spending time with his family.