Merrill Lynch Financial Advisor David Shea

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

David Shea is a financial advisor based in Princeton, New Jersey, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. David provides comprehensive financial planning services that help individuals and families navigate their financial journeys. His practice focuses on delivering personalized guidance to clients seeking to achieve their financial objectives.

Reviews

Location

Business Information