Merrill Lynch Financial Advisor David Burritt
90 South E Street, Santa Rosa, California 95404
About the Business
Merrill Lynch Financial Advisor David Burritt, located at 90 South E Street, Santa Rosa, California, is a finance institution dedicated to helping individuals, families, and businesses achieve their financial goals. As an Assistant Vice President, Financial Advisor at Merrill Lynch Wealth Management, David works closely with clients to establish comprehensive wealth plans tailored to their needs and objectives. With over 13 years of experience in the financial services industry, David brings a wealth of knowledge and expertise to help clients navigate their financial journey. Whether it's retirement planning, cash flow management, or investment strategies, David is committed to helping clients achieve their lifestyle and financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification and is dedicated to providing personalized service and innovative ideas to add value in the current economic environment. Outside of work, David enjoys spending time with his family and is actively involved in the community. If you are looking for a dynamic financial advisor to simplify your financial life or help you navigate life transitions, David Burritt is here to help you achieve your goals. Contact him today to begin your financial journey towards success.
Photos
Contacts
90 S E St Ground Floor, Santa Rosa, CA 95404, United States
Opening hours
Monday:
08:00 - 15:00
Tuesday:
08:00 - 15:00
Wednesday:
08:00 - 15:00
Thursday:
08:00 - 15:00
Friday:
08:00 - 15:00
Saturday:
08:00 - 15:00
Sunday:
08:00 - 15:00
Reviews
"David has been great to work with. More knowledgeable and accommodating than my previous financial manager. I would strongly recommend him to help you create a financial strategy and walk you through all the benefits , capabilities and options available that fit your specific situation."
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