Merrill Lynch Financial Advisor David Robert Bauman
About the Business
Merrill Lynch Financial Advisor David Robert Bauman is a Senior Financial Advisor located at 480 Pilgrim Way in Green Bay, Wisconsin, United States. With a background in history, law, and finance, David Bauman works with families and businesses to develop personalized wealth management strategies. He holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations and uses a goals-based approach to help clients achieve their financial goals. David is dedicated to serving the community and is actively involved in volunteering with organizations in the area. By listening to clients' needs and priorities, David creates customized financial plans that evolve with their changing circumstances. With access to Merrill's investment insights and banking solutions from Bank of America, David helps clients manage, grow, and preserve their wealth for the future. As a Merrill Lynch Wealth Management Advisor, David focuses on building a strong, personalized relationship with each client to help them navigate the complexities of their financial lives and achieve their goals.
Photos
Location & Phone number
480 Pilgrim Way 5th Floor, Green Bay, WI 54304, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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