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David Singer

David Singer

Formal First Name
David
Link
LinkedIn
Location
Cincinnati

David Singer is Managing Director and Private Wealth Advisor with The Evelo|Singer|Sullivan|Bruegge Group at Merrill Private Wealth Management. As Principal Partners, he oversees $7.5 billion in assets and leads the team of 28, who focus exclusively on working with families of substantial wealth with complex financial needs. He creates customized investment portfolios and financial strategies for affluent clients, designed to pursue long-term risk and return objectives, covering financial markets, structuring of assets, estate planning services, tax regulations and 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.

Professional Experience

Academic History

THE EVELO|SINGER|SULLIVAN|BRUEGGE GROUP

  • A nationally recognized private wealth team who serves affluent clients and multigenerational families on all facets of their financial well-being.

  • The group takes a comprehensive approach to wealth management, considering all aspects of their clients' financial lives, including investments, estate planning, tax planning, and retirement planning. 

  • 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


DESIGNATIONS

Warnings and Disclaimers

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