David Christopher Hancock
Advisor at Merrill — Columbus, GA N Lake Dr
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
11 years
Location
Columbus, GA 31909
Merrill
Institution
David Hancock is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2014. He specializes in advising business owners, entrepreneurs, retirees, and affluent families on various aspects of their financial lives, including retirement income planning, generational wealth transfer, estate planning, and concentrated stock strategies. David collaborates with clients' legal and accounting professionals to develop comprehensive wealth management plans that align with their personal, professional, and charitable priorities.
David earned a Bachelor's Degree in Accounting from Samford University's Brock School of Business. Before joining Merrill Lynch, he worked as a Certified Public Accountant at PricewaterhouseCoopers. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA).
David and his wife, Halley, live in Columbus, Georgia, with their four children. He is actively involved in his community, serving on the boards of Clement Arts and Lantern Vision. His personal interests include reading, spending time with family, and playing tennis.
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.
Columbus, GA N Lake Dr
7310 N Lake Dr, Ci Adp Centralized
Columbus GA 31909
Advisors at this office
15
Georgia · Texas
11 years of industry experience
Bank Of America, N.a.
2015 - Present • 11 years
Columbus, GA
Merrill
2014 - Present • 12 years
Columbus, 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
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Real estate agent
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Fund sponsor
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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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