Merrill Lynch Financial Advisor M. David Geraghty 39577 Woodward Avenue, Bloomfield Hills, MI 48304

Merrill Lynch Financial Advisor M. David Geraghty is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. David has been a Financial Advisor at Merrill since 2008, bringing with him fifteen years of experience from Share Capital Wealth Management and Center One Mortgage Corporation. He holds a Bachelor of Arts in Economics with a minor in Business from Western Michigan University and obtained the Chartered Retirement Planning Counselor designation in 2010. David is deeply involved in the Bloomfield Hills community, coaching youth sports and serving on committees for local non-profit organizations.

At Merrill Lynch Wealth Management, David focuses on building personalized financial plans centered around your goals and priorities. He believes in starting every relationship with a conversation to truly understand what matters most to you and your family. By utilizing the Investment Personality Assessment, David can tailor a financial approach to help you pursue your goals and provide guidance on important financial decisions.

With access to the investment insights of Merrill and banking solutions from Bank of America, David works with clients to develop comprehensive strategies to address their financial needs. Through regular check-ins and adjustments to the financial approach as life changes occur, David aims to help clients stay on track to achieve their goals.

As a Merrill Lynch Wealth Management Advisor, David is dedicated to helping clients navigate the complexities of their financial lives and build customized investment approaches to meet their unique needs. By putting clients first and offering personalized advice and solutions, David strives to help clients achieve their financial goals and live their best financial life.