David Brown
Advisor at Merrill — Alexandria, VA Duke St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
Alexandria, VA 22314
Merrill
Institution
David Brown is a Financial Advisor with Merrill Lynch Wealth Management who focuses on building financial strategies that are precise and personally aligned with his clients' goals. He serves individuals, families, and businesses, emphasizing tax-efficient planning, disciplined growth, and prudent asset preservation. David acts as a long-term partner, assisting clients through life changes, career shifts, business growth, and retirement.
His advisory work centers on clients such as federal employees, small business owners, and multigenerational families. David helps clients create financial strategies related to family wealth management, legacy planning, portfolio management, tax minimization, and retirement income. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA).
David holds a Bachelor's Degree from the University System of Georgia. Outside of work, he participates in community activities, including involvement with Habitat for Humanity. His personal interests include billiards, boxing, camping, chess, golfing, hiking, music, pickleball, running, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Alexandria, VA Duke St
1900 Duke St
Alexandria VA 22314
Advisors at this office
21
District of Columbia · Texas · Virginia
3 years of industry experience
Bank of America N.A.
2023 - Present • 3 years
Dumfries, VA
Merrill Lynch
2022 - Present • 4 years
Dumfries, VA
Costco Wholesale
2021 - 2021 • 1 year
Atlanta, GA
HomeChef
2021 - 2021 • 1 year
Lithonia, GA
Ups
2020 - 2021 • 1 year
Lawrenceville, GA
Northwestern Mutual
2020 - 2020 • 1 year
Atlanta, GA
Georgia State University
2018 - 2022 • 4 years
Atlanta, GA
Georgia Southern University
2017 - 2018 • 1 year
Statesboro, GA
QuikTrip
2017 - 2022 • 5 years
Atlanta, GA
Burger King
2015 - 2017 • 2 years
Lilburn, GA
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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