Merrill Lynch Financial Advisor David Thomas 6000 Meadows Road, Lake Oswego, OR 97035

Merrill Lynch Financial Advisor David Thomas is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. David Thomas joined Merrill Lynch Wealth Management in 2019 and focuses on providing personalized wealth management strategies for his clients. With a strong emphasis on retirement planning, David helps clients develop savings plans, tax-aware distribution strategies, and wealth transfer steps. He offers access to Merrill's investment resources and Bank of America's banking solutions to address all aspects of his clients' financial lives. David is a graduate of the University of Oregon and holds certifications as a Chartered Retirement Planning Counselor and CERTIFIED FINANCIAL PLANNER.

At Merrill Lynch Wealth Management, David's mission is to understand his clients' goals and priorities, and to create personalized plans to help them achieve their financial aspirations. By utilizing the Investment Personality Assessment, David can customize financial approaches based on his clients' investing preferences and life changes. With a focus on building long-term relationships, David regularly reviews and adjusts financial approaches to keep his clients on track towards their goals.

As a dedicated Merrill Lynch Wealth Management Advisor, David helps clients navigate financial complexities, build customized investment approaches, and provide comprehensive financial solutions. By putting his clients first and offering personalized strategies, David ensures that his clients receive the guidance they need to live their best financial life.

David Thomas is registered to do business in Arizona, California, Nevada, Oregon, and Washington. He holds certifications from the Certified Financial Planner Board of Standards, Inc. and The College for Financial Planning Institutes Corp. Investing involves risk, and past performance does not guarantee future results. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions.