Merrill Lynch Financial Advisor David Frank

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

David Frank is a financial advisor based in Hunt Valley, Maryland, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), David provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys with personalized guidance.

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