Merrill Lynch Financial Advisor David Thomas

Services Offered

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

About

David Thomas is a financial advisor based in Lake Oswego, Oregon, 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 Chartered Retirement Planning Counselor (CRPC®), David specializes in comprehensive financial planning and investment management. He serves a diverse clientele, providing personalized guidance to help them achieve their financial objectives.

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