Merrill Lynch Financial Advisor David F. Farnham 29 South Main Street, West Hartford, CT 06107
About the Business
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Merrill Lynch Financial Advisor David F. Farnham is located at 29 South Main Street in West Hartford, Connecticut, United States. David has been in the financial services industry since 2007 and joined Merrill Lynch Wealth Management in 2010. He is dedicated to building and maintaining strong relationships with clients and is passionate about helping individuals and families make important financial decisions. David's wealth management approach is consultative, objective, and focused on excellence. He listens to clients' goals and preferences, offers personalized recommendations, and covers a wide range of opportunities including investments, retirement planning, estate planning, and philanthropy.
David holds various financial certifications and licenses, including the Chartered Retirement Planning Counselor designation. He is committed to helping clients pursue their investment objectives and offers personalized advice and guidance tailored to each client's unique situation. David is actively involved in non-profit fundraising efforts and enjoys traveling, golfing, and spending time with his family.
At Merrill Lynch Wealth Management, David and his team focus on personalized financial planning centered around clients' goals and priorities. They use the Merrill Personal Wealth Analysis™ to create customized plans that evolve with clients' changing needs and goals. The team is dedicated to helping clients achieve financial success by making informed investment decisions and trade-offs that align with their personal goals.
David believes in the power of understanding clients' investment personalities and preferences to create tailored financial approaches. By staying informed about clients' changing life circumstances and financial goals, the team at Merrill Lynch Wealth Management helps clients stay on track to achieve what matters most to them. Through ongoing conversations and adjustments to financial approaches, the team works to ensure that clients' goals are met and their financial well-being is secure.
As Merrill Lynch Wealth Management Advisors, David and his team provide personalized investment strategies and comprehensive financial solutions to address clients' needs and help them pursue their goals. Clients can expect a dedicated one-on-one relationship with a Merrill advisor who will listen, guide, and support them along their financial journey. With access to the latest investment insights and tips, clients can feel confident in their financial decisions and secure in their financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- Asset Management
- Comprehensive Financial Planning
- Customized Financial Solutions
- Diversified Investment Portfolio
- Estate And Wealth Planning
- Estate Planning
- Financial Advice
- Financial Advisor
- Financial Advisor Services
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- Financial Consultant
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- Financial Guidance
- Financial Health Assessment
- Financial Planning
- Financial Planning Expert
- Financial Portfolio
- Financial Risk Management
- Financial Security Planning
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- Holistic Financial Planning
- Investment Advisor
- Investment Management
- Investment Planning
- Investment Portfolio Management
- Investment Strategies
- Long-Term Financial Planning
- Merrill Lynch Advisor
- Personal Financial Advisor
- Personalized Financial Advice
- Portfolio Management
- Retirement Advisor
- Retirement Income Planning
- Retirement Investment Strategies
- Retirement Planning
- Strategic Investment Planning
- Tax-Efficient Investment Strategies
- Wealth Advisor
- Wealth Management
- Wealth Strategies
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