David Finby is a Wealth Management Advisor and partner at The CBC Group, associated with Merrill Lynch Wealth Management since 1995. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). His client focus areas include corporate benefits, executive compensation, equity compensation services, family wealth management strategies, and investment consulting for defined contribution plans. David's background includes a double major in Accounting and Finance from the University of South Carolina. He began his professional career in the audit division of Arthur Young (now Ernst & Young) and later served as a divisional controller for several companies in the southeastern United States. He has been recognized on the Financial Times Top 401 Retirement Advisors list in 2017 and 2018. David does not provide tax or legal advice in his current role. He is active in his community, serving on the Board of Directors for the Ronald McDonald House of Charlotte and supporting the Juvenile Diabetes Research Foundation. David was born and raised in Parsippany, New Jersey. He is married to his wife Sherry and has three children. In his spare time, he enjoys working out and spending time with his family.