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Merrill Lynch Financial Advisor David Bostwick
6400 South Fiddlers Green Circle, Greenwood Village, Colorado, United States
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About the Merrill Lynch Financial Advisor David Bostwick
Merrill Lynch Financial Advisor David Bostwick, located at 6400 South Fiddlers Green Circle, Greenwood Village, Colorado, offers a wide range of investment solutions and banking products from Bank of America. With a focus on assisting individuals, families, and small to medium sized business owners, David Bostwick aims to develop personalized, long-term financial strategies to help clients achieve their short and long term goals. With over a decade of experience in the financial services industry, David Bostwick brings a wealth of knowledge and expertise to his clients. As a Portfolio Advisor, he can recommend individual or combination strategies from Merrill Lynch Wealth Management or approved third-party investment managers. David earned a Bachelor's degree in Financial Management and is dedicated to educating clients about investing and financial planning. By utilizing the investment insights of Merrill and banking solutions from Bank of America, David works with clients to develop customized approaches to address their financial needs. Through conversations and assessments, David helps clients identify and prioritize their goals, providing guidance and resources to help them make informed decisions. With a focus on understanding each client's unique financial situation and goals, David strives to help clients make progress towards their financial aspirations.
Photos of Merrill Lynch Financial Advisor David Bostwick
6400 S Fiddlers Green Cir 11th Floor, Suite 1100, Greenwood Village, CO 80111, United States
Opening hours of Merrill Lynch Financial Advisor David Bostwick
Monday:
07:30 - 16:00
Tuesday:
07:30 - 16:00
Wednesday:
07:30 - 16:00
Thursday:
07:30 - 16:00
Friday:
07:30 - 15:00
Saturday:
Day off
Sunday:
Day off
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