David Bergerson
About David Bergerson
My mission is simply to help others. As a wealth advisor, I am interested in helping people achieve financial security throughout the different phases of their life. If you are reading this, I can help you. Areas of focus include: - mortgages (including refis) - retirement accounts (including IRAs) - college savings (including 529s) - trust and estate planning strategies - insurance (including Long Term Care) - separately managed accounts and alternative assets (including hedge funds, private equity, and managed futures) - business lending - business banking - other services Whether you are seeking advice for you and your family or a business, the team at Merrill and Bank of America have you covered. Leveraging Merrill's investment insights with Bank of America's banking convenience, I am committed to providing dedicated customer service to develop customized and comprehensive wealth plans for my clients. My hand picked team of firm specialists are here to help with any situation as we work together to keep you on track and adjust your plan as life changes and evolves. Outside of the office, I enjoy spending time with my family in Putnam County, NY where we are involved in local soccer, Gaelic football and other sports clubs. I also enjoy playing hockey, listening to music and singing with Colgate 13 alumni. You can find me on the various Mahopac and Carmel fields or at Chamber of Commerce or Rotary events. How can I be of help to you, your family, or your business? Let's talk. 212-338-6157 or David.Bergerson@ML.com NMLS ID 1822090 *Banking and Lending Services are through Bank of America, N.A. *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.