David Andrew Samman
Advisor at Merrill — Tampa, FL E Kennedy Blvd
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
18 years
Location
Tampa, FL 33602
Merrill
Institution
David Samman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to address complex financial decisions. His services include wealth accumulation, retirement planning, investment management, estate considerations, multigenerational wealth transfer, and tax management strategies.
David focuses on building trusted client relationships by understanding each client's unique goals and developing personalized financial strategies. He combines industry knowledge with a long-term perspective to assist clients in making informed decisions and maintaining focus on their priorities.
He holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). David earned his Bachelor's Degree from Hobart & William Smith Colleges.
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.
Tampa, FL E Kennedy Blvd
101 E Kennedy Blvd, Pbig Florida Pwm Tampa
Tampa FL 33602
Advisors at this office
103
Colorado · Connecticut · Florida · New Jersey · Texas
18 years of industry experience
Bank of America, N.A.
2026 - Present • 1 year
Tampa, FL
Merrill
2009 - Present • 17 years
Tampa, FL
Banc Of America Investment Services, Inc.
2009 - 2009 • 1 year
Boston, MA
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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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