Merrill Lynch Financial Advisor David (Dong Soo) Lee

Merrill Lynch Financial Advisor David (Dong Soo) Lee, located at 7825 Fay Avenue, San Diego, California, United States, is a finance institution dedicated to managing your wealth with a personalized approach. With a deep understanding of your financial goals and priorities, David Lee can create a flexible strategy tailored to today's market conditions. By combining the investment insights of Merrill and the banking solutions of Bank of America, he aims to help you pursue your financial objectives through personalized wealth management strategies.

David Lee is committed to participating in the local community and volunteers with various organizations. He offers the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. Supported by the global resources of Merrill, his team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service.

As a Registered Senior Wealth Management Client Associate, David Lee focuses on what matters most to you - from family to goals and priorities. Through conversations and the Investment Personality Assessment, he gets to know you better as an investor and customizes financial approaches to help you achieve your goals. By regularly reviewing your financial approach and adapting to changes in your life, David Lee aims to help you stay on track to reach your financial aspirations.

With a mission to understand your needs and priorities, David Lee designs and implements personalized plans to help you manage investment risks and pursue your financial goals. Through ongoing discussions and adjustments to your financial approach, he ensures that your plan reflects changes in your life and the market. Let Merrill Lynch Financial Advisor David (Dong Soo) Lee help you achieve your financial goals with a personalized and comprehensive approach.