Merrill Lynch Financial Advisor David T Cheak

Merrill Lynch Financial Advisor David T Cheak, located at 17225 El Camino Real in Houston, Texas, is a finance institution led by David T. Cheak, CFP® Managing Director and Wealth Management Advisor. With over 30 years of experience in the financial services industry, David focuses on helping clients determine long-term financial goals and develop customized strategies. Specializing in retirees, widows, and business owners, David holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification.

As a Senior Resident Director at Merrill Lynch Wealth Management, David and his team offer personalized financial planning services tailored to each client's needs and goals. By conducting a Merrill Personal Wealth Analysis™, they create a personalized plan centered on the client's aspirations and priorities. Utilizing resources from Merrill Lynch and Bank of America, the team helps clients manage, grow, and preserve their wealth while considering future generations.

David believes in taking a holistic approach to financial planning, focusing on understanding each client's unique situation and goals. By utilizing the Investment Personality Assessment and ongoing conversations, he helps clients make informed decisions and adjust their financial approach as needed. Through regular reviews and updates, David ensures that clients stay on track to achieve their financial objectives.

With a commitment to building strong client relationships based on trust and personalized service, the team at Merrill Lynch Financial Advisor David T Cheak is dedicated to helping clients navigate the complexities of their financial lives and pursue their goals with confidence.