David Barnett
Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management | Scottsdale, Arizona, United States
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David Barnett is a seasoned Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he leads the Barnett & Ament Wealth Management team based in Scottsdale, Arizona. With over 44 years of experience in the financial services industry, David has cultivated a reputation for delivering comprehensive financial strategies tailored to the unique needs of his clients across more than 35 states. His expertise encompasses a wide array of financial planning disciplines, including customized investment portfolios, retirement planning, and college education planning, ensuring that each client receives a holistic approach to wealth management.
Under David's leadership, the team emphasizes the importance of personalized service and proactive communication, striving to create an unmatched client experience. His credentials as a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™) further underscore his commitment to professional excellence and ethical standards in financial advisory. David is particularly adept at developing customized retirement plans that align with clients' long-term goals, leveraging his extensive knowledge of investment strategies to optimize asset allocation and risk management.
Key projects that David has spearheaded include the implementation of innovative wealth planning solutions that address the evolving financial landscape, particularly in areas such as tax-efficient investing and estate planning. His dedication to continuous education and staying abreast of industry trends ensures that his clients benefit from the most current insights and strategies. As a trusted advisor, David Barnett not only focuses on wealth accumulation but also on wealth preservation, helping clients navigate the complexities of financial decision-making with confidence and clarity.
Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management in May 1995 to Present
Regional Sales& Service Manager at Bank of America in May 1995 to January 2000
District Manager at Caliber Bank in June 1992 to May 1995
Branch Manager at Western Savings & Loan in May 1985 to June 1992
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Customized Investment Portfolios
College Education Planning
Investment Advice
Customized Retirement Planning
Customized Wealth Planning
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What is David Barnett email address?
Email David Barnett at [email protected]. This email is the most updated David Barnett email found in 2026.
How to contact David Barnett?
To contact David Barnett send an email to [email protected]. (updated on October 30, 2024)
What company does David Barnett work for?
David Barnett works for Merrill Lynch Wealth Management
What is David Barnett's role at Merrill Lynch Wealth Management?
David Barnett is Wealth Management Advisor, Managing Director
What is David Barnett's Phone Number?
David Barnett's phone (602) ***-*319
What industry does David Barnett work in?
David Barnett works in the Financial Services industry.
David Barnett Email Addresses
David Barnett Phone Numbers
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