Westfield, IN Office

David Nicholson is a Senior Financial Advisor with Merrill Lynch Wealth Management in Evansville, Indiana, a position he has held since 2008. He began his career in the financial services industry in 1981, accumulating over four decades of experience. David leads Nicholson, Smith & Associates, providing disciplined and customized financial strategies to a select group of high net worth professionals, retirees, individuals, and families, with a focus on college education planning, legacy planning, personal retirement planning, and portfolio management services. A 1977 graduate of Indiana University, David holds FINRA Series 5, 6, 7, 8, 63, and 65 registrations, as well as Life, Health, and Long Term Care insurance licenses. He has been recognized by Forbes Magazine as a Best In State Wealth Advisor for six consecutive years, most recently in 2024. David has dedicated himself to developing deep working relationships with clients by approaching each on a life-by-life basis and aims to be an essential resource in helping clients meet their individual financial goals. Beyond his professional work, David is involved in his community and various organizations. He serves on the Board of Directors for Habitat for Humanity of Southwestern Indiana and participates in church activities, Indiana University alumni events, and soccer administration and coaching. David and his wife LaDonna have been married since 1978 and reside in Westfield, Indiana with their two daughters and five grandchildren.