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David H
Series 66
Rochester, NY
Merrill
David Hall is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2021 and 2022, respectively. Prior to his financial advisory roles, he held positions in education and hospitality, including at St. Mary's High School and Hilton Garden Inn. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, providing managed account programs, discretionary portfolio management, and brokerage execution. The firm emphasizes manager selection and monitoring through multiple investment program strategies and leverages deep integration with Bank of America affiliates for a broad spectrum of financial services.
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