David Halpern is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 43 years of experience in the financial services industry. He has been with Merrill Lynch for 25 years, currently based in the Atlanta/Buckhead office, where he serves high net worth individuals, families, and nonprofit organizations. Prior to Merrill Lynch, David spent 18 years with New York Life Insurance Company focusing on estate, charitable, financial, retirement, and investment planning for business owners and high net worth clients. David holds a Bachelor of Science degree in Business Administration from The Ohio State University. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a former President of the National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter, and is a member of the National Association of Plan Advisors and the National Defense Industrial Association (NDIA). David and his wife, Jody, live in Milton, Georgia, and have four children. He is actively involved in community service, volunteering and fundraising for organizations focused on heart, cancer, and brain health research. Outside of work, David enjoys basketball, music, and spending time with his family.