David Edgar Voysey
Advisor at Merrill — Kansas City, MO 4801 Main 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 63, Series 65
Experience Industry experience
34 years
Location
Kansas City, MO 64112
Merrill
Institution
David Voysey is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career spanning over three decades at the same firm, having joined in January 1992. He is a founding member of the VFC Group and focuses on helping clients develop and implement strategies to achieve their personal financial goals. Alongside his partner Scott, David holds the Retirement Benefits Consultant title, providing specialized services to business owners and corporate professionals involving Qualified Retirement Benefit Plans, Non-Qualified Executive Plans, and Health Savings Plans.
David’s expertise includes Divorce Transition Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Personal Retirement Planning, and Tax Minimization, among other areas. Supported by his team, he integrates various aspects of an individual’s financial profile into comprehensive wealth management plans. His professional credentials include the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations.
David earned a Bachelor’s Degree from Washburn University. He has been recognized in the Financial Times 401 Retirement Advisors list in 2015 and Forbes "Best-in-State Wealth Advisors" list in 2019. Outside of work, David enjoys adventure sports, golfing, music, and skiing.
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.
Kansas City, MO 4801 Main St
4801 Main St
Kansas City MO 64112
Advisors at this office
34
Kansas · Missouri · Texas
34 years of industry experience
Bank Of America, N.A.
2009 - Present • 17 years
Kansas City, MO
Merrill
1992 - Present • 34 years
Kansas City, MO
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