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David E

Series 66

Penn Valley, PA

Merrill

David Ebner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. His approach emphasizes a comprehensive understanding of each client’s full financial picture, supported by investment insights from Merrill and banking and lending solutions from Bank of America. David holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from East Stroudsburg University. He is also engaged in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Wealth management
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