David Singer is Managing Director and International Private Wealth Adviser for the Evelo| Singer| Sullivan| Bruegge Group at Merrill Private Wealth Management. Singer began in wealth management in 1991 and has spent his over three decade career with Merrill Lynch. As a Principal Partner, he oversees $8 billion in assets and leads the team of 31, who focus exclusively on working with families of substantial wealth with complex financial needs. He creates customized investment portfolios and financial strategies for affluent investors, tailored to pursue long-term risk and return objectives, encompassing financial markets, structuring of assets, estate planning, tax minimization solutions, and their philanthropic goals. Singer has earned multiple recognitions as an industry-leading advisor, and has been featured in Forbes, Barron's, and Financial Times. In addition, he is actively involved in the Cincinnati community and currently serves as Chairman of the Board for the Boys & Girls Clubs of Greater Cincinnati.
MERRILL LYNCH CINCINATTI
The Evelo| Singer| Sullivan| Bruegge Group serves affluent clients and multigenerational families on all facets of their financial well-being.
They take a comprehensive approach to wealth management, considering all aspects of their clients' financial lives.
They also provide guidance on family wealth management, philanthropy, and business succession planning.
Known for their personalized service and commitments to clients, they work closely with each client to understand their unique needs and goals, and develop a custom financial plan to help them achieve them.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2018-2024
Forbes Best-in-State Wealth Advisors, 2024
Forbes Best-in-State Wealth Management Teams, 2024
Barron's Top 1,200 Financial Advisors, 2014-2024
Barron's Top 100 Financial Advisors, 2017-2024
Barron's Top 250 Private Wealth Management Teams, 2019-2024
Financial Times Top Advisors, 2014-2020
DESIGNATIONS
Personal Investment Advisor, Merrill Lynch Internal
Chartered Financial Analyst, CFA Institute