Merrill Lynch Financial Advisor David Stevens

Services Offered

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

About

David Stevens is a financial advisor based in Rockledge, Florida, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. David holds multiple professional certifications, including APMA, AWMA, CIMA, CPFA, CPWA, CRPC, and CRPS, which enhance his expertise in financial planning. His practice focuses on providing personalized financial guidance to individuals and families seeking to achieve their financial objectives.

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