Delray Beach, FL Office

David Bormel is a Senior Financial Advisor based in the Towson, Maryland office, where he has dedicated his entire 43-year career. He specializes in designing individualized portfolios comprising equities, fixed income, and cash investments. As a qualified Portfolio Manager, David manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides both traditional advice and discretionary portfolio management through the firm's Investment Advisory Program. David offers clients a comprehensive range of services including wealth transfer, education planning, liability management, retirement planning, tax minimization, options, and asset preservation. Working alongside specialists with diverse expertise, he assists clients with financial goals from asset accumulation to securing lifetime income streams. He holds a Bachelor's Degree from the University of Maryland and is designated as a Personal Investment Advisor (PIA). A lifelong resident of the Baltimore area, David resides in Owings Mills, Maryland, with his wife, Aileen, and their children. He is actively involved in his synagogue, having served on its Board of Trustees. Outside of his professional commitments, David enjoys golfing, spending time with his family, and traveling.

Robert Mirsky serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He joined Merrill Lynch in 2009 after holding the position of Senior Vice President at a major wirehouse firm. Robert focuses on developing personalized wealth management strategies that consider the full financial picture of his clients. His areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategies, tax minimization, and retirement income. Robert places emphasis on a disciplined wealth management process, working closely with clients' attorneys and accountants to coordinate total wealth management needs. He has been recognized as a Forbes Best‑In‑State Wealth Advisor for eight consecutive years, from 2019 through 2026. Robert holds a Personal Investment Advisor (PIA) designation and earned his high school diploma from Port Richmond. He is a member of the Ben Bay Kiwanis Club and is involved with Dakota Kids. Outside of his professional work, Robert enjoys biking, cooking, photography, and spending time with his wife Michele, their twin sons Nicholas and Daniel, and their two Shih Tzus, Nico and Nelly.