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David Singer

David Singer

Formal First Name
David
Link
LinkedIn
Location
Cincinnati

David Singer is Managing Director and International Private Wealth Advisor for the Evelo | Singer | Sullivan | Bruegge Group at Merrill Private Wealth Management. Since beginning his wealth management career in 1991, Singer has spent more than three decades with Merrill Lynch, building a reputation as a trusted advisor to families of substantial wealth with complex financial needs. As a Principal Partner, he oversees more than $8 billion in client assets and leads a 31-member team dedicated to delivering customized investment portfolios, estate planning strategies, tax-efficient solutions, and philanthropic guidance. His approach integrates asset structuring, long-term risk management, and multigenerational wealth strategies to help clients achieve enduring financial success. Widely recognized as an industry-leading advisor, Singer has been featured in Forbes, Barron’s, and the Financial Times, and he remains actively engaged in his community as Chairman of the Board for the Boys & Girls Clubs of Greater Cincinnati.

Professional Experience

Academic History

MERRILL LYNCH CINCINNATI

  • The Evelo | Singer | Sullivan | Bruegge Group at Merrill Private Wealth Management serves affluent clients, entrepreneurs, and multigenerational families, providing comprehensive wealth management solutions that address all aspects of financial well-being.

  • The team specializes in family wealth transfer, philanthropy, investment strategy, and business succession planning, tailoring their approach to each client’s unique goals and legacy.

  • Known for their personalized service, disciplined investment process, and deep commitment to client success, the group is recognized as one of Merrill’s premier advisory teams.


RECOGNITIONS


DESIGNATIONS

Warnings and Disclaimers

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