Personalize Your Estate Management Plan With The Advisory Of David Barcomb

Aside from offering his expert services as the senior financial advisor, with his great leadership ability, competence to finding individualized asset management solutions and insight about the financial management industry, David Barcomb has been offered the position of Managing Director cum Chief Advisor in Boston MA based Merrill Lynch Wealth Management Company Inc.

This major group is extensively acknowledged in corporate America as one of the fastest developing wealth management enterprises in the nation. The key focus areas of Merrill include custom-made asset management services estate management plans and advisory. Its clientele comprises of individuals, corporate enterprises, non-profit organizations to financial institutions like banks and insurance companies.

In 2002,David Barcomb started his journey with Merrill Wealth while he was working for the company as its senior finance advisor. In 2013, after completion of near about a decade with this esteemed group he is now the Chief and Managing Director of the company. According to top industry professionals that none can forget David’s commitment, leadership excellence and dedicated services that he has offered in his over 20 years career in American financial management industry.

At Merrill, David operates together with a core team of seven weathered professionals in asset management and also a second level of official grade employees in order to identify the best options of investment plans and estate planning for its corporate to individual clients. After becoming the MD,David Barcomb now aims to make the company known as the largest Wealth Management Group in the United States.

Supported by its net worth and AUM (Asset under management) crossing $570, Merrill is likely to be the largest group when it comes to the holding of AUM which is a significant performance record for any asset management company. No wonder, this remarkable growth of Merrill has been possible because of its exactly defined objectives, flawless plans and well organized operation, and for which the entire credit goes to its ‘super’ dynamic manpower and amazing leadership of David Barcomb. David, a highly popular resident of Norwell, and MD Merrill primarily focuses on Wealth Management, Asset & Estate Planning advisory services.

Prior to joining Merrill Lynch, David worked for United Group Wealth Management as its Senior Vice President. None can disagree with the fact that David Barcomb is the pioneering asset management expert who formulated the fantastic personalized wealth management solutions irrespective of client’s nature. And that is why; in his client list, as one can find series of corporate enterprises like Bank of America, there’re non-profit societies, major educational institutes to thousands of senior citizens. David Barcomb and his team is highly acknowledged and esteemed affiliate of South Shore Hospital MA.

Being a board member of this society despite of having hectic job plans David remain greatly occupied in the fundraising programs for this community hospital. In a recently organized convention in South Shore Hospital, the Group is warmly thanked by the CEO of South Shore owing to the group’s continuous support to the society.

Related Posts