Merrill Lynch Financial Advisor David Very

Merrill Lynch Financial Advisor David Very, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution dedicated to helping clients achieve their financial goals. David Very follows the Merrill tradition of community involvement and volunteering, showing a commitment to serving the local area. By offering personalized wealth analysis and financial planning, David focuses on understanding each client's unique needs and aspirations. With access to investment insights and banking solutions from Bank of America, he works with clients to develop tailored approaches to manage, grow, and preserve their wealth. By utilizing the Investment Personality Assessment, David gains a deeper understanding of each client's investing preferences and goals. Through ongoing conversations and reviews, he helps clients adapt their financial approach to reflect changes in their lives and the market. With a focus on personalized advice and guidance, David aims to help clients achieve their financial aspirations and navigate life's financial complexities. As a Chartered Retirement Planning Counselor™, David is equipped to provide comprehensive financial solutions and strategies to help clients live their best financial lives. With a commitment to putting clients first and providing dedicated one-on-one relationships, Merrill Lynch Financial Advisor David Very offers a personalized and holistic approach to financial planning.