Merrill Lynch Financial Advisor David Vivies

Services Offered

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

About

David Vivies is a financial advisor based in Boca Raton, Florida, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to 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 is focused on helping individuals and families navigate their financial journeys.

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