Merrill Lynch Financial Advisor David Smith

Services Offered

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

About

David Smith is a financial advisor based in Worcester, Massachusetts, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®), David provides comprehensive financial planning services. He serves individuals and families seeking to align their investments with their long-term financial objectives.

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