David Louis Danby Warren
Advisor at Merrill — Miami, FL S Biscayne 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 63, Series 65
Experience Industry experience
31 years
Location
Miami, FL 33131
Merrill
Institution
David Warren is a Private Wealth Manager at Merrill Lynch, specializing in tailored wealth management solutions. He serves high net worth and ultra-high net worth individuals, family offices, and corporate executives. His areas of expertise include comprehensive financial planning, investment strategy, retirement and corporate plan design, business succession, and estate and generational planning. David also works with C-Suite technology executives to address financial challenges associated with transitioning companies from private to public status.
David began his financial career in 1995 as a Financial Advisor at Morgan Stanley Smith Barney in New York City. He held positions at Merrill Lynch from 2008 to 2016 and at UBS from 2016 until 2026 before returning to Merrill Lynch. He has extensive experience in developing comprehensive financial solutions and holds the Personal Investment Advisor (PIA) designation.
Originally from New Zealand, David completed his Bachelor's Degree at Auckland University New Zealand and obtained a High School Diploma from Kings College. After spending 26 years in New York City, he relocated to Miami in 2021. Outside of his professional responsibilities, he is involved with several charitable organizations, including the Oren Margol Foundation, Charity: Water, and the Robin Hood Foundation, and he has participated in corporate social responsibility initiatives throughout his career.
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.
Miami, FL S Biscayne Blvd
200 S Biscayne Blvd, Pbig Florida Pwm
Miami FL 33131
Advisors at this office
52
Alaska · Florida · New York · Texas
31 years of industry experience
Bank of America, N.A.
2026 - Present • 1 year
Miami, FL
Merrill
2026 - Present • 1 year
Miami, FL
UBS Financial Services
2016 - 2026 • 10 years
Miami, FL
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