Financial Advisor
Experienced and knowledgeable investment advisors on your side. Nondeposit investment products and trust services offered by FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal.
Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation, including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp., which are registered broker-dealers and members of FINRA and SIPC , and in other jurisdictions, by locally registered entities.
The material contained on this website is provided solely for information purposes only and does not constitute investment, legal, or tax advice, nor is it an offer to sell or a solicitation to buy any investment, investment process, strategy, or advice.
Whether that means taking a consultative approach as a wealth manager, a strategic asset allocation approach as a fee-based investment advisor or a tactical approach specializing in traditional investments, you have the freedom to run your business the way you want to.
Client is not relying on any communication (written or oral) of Bank of America or its Affiliates as investment advice or as a recommendation to enter into a Transaction; it being understood that information and explanations related to the terms and conditions of a Transaction shall not be considered investment advice or a recommendation to enter into that Transaction.
The information contained here does not constitute a public offering or distribution of securities in Brazil and no registration or filing Walnut Creek Wealth Management with respect to any securities or financial products available on the Sites has been made with Commisao de Valores Mobiliarios.
Certain Bank of America Private Bank associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates.
Our Wealth Management service is a unique blend of comprehensive financial planning, long term retirement planning, tailored investment management, tax-smart asset allocation, risk management, tax advisory, estate planning, and college planning with a long term focus on you and your goals.
David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries. Castle Rock provides investment analysis, money management, advisory services, and financial planning.