When David joined the MA based corporate asset management group Merrill Lynch Wealth Management Inc, his major objective was to introduce objective based custom-made solutions for asset management, estate planning and investment plan. With this innovative approach David Barcomb has successfully established as to how personalized services can make boom in the industry.
When David joined the MA based corporate asset management group Merrill Lynch Wealth Management Inc, his major objective was to introduce objective based custom-made solutions for asset management, estate planning and investment plan. With this innovative approach David Barcomb has successfully established as to how personalized services can make boom in the industry. Needless to say, the entire procedure demands special attention to each customer irrespective of their nature. The solutions are offered based upon complete research of client’s need, economical trend, risk factors and following the consideration of a number of factors.
Despite the fact that, providing clients with such services consume extra time opposed to traditional systems but the success rate can work like magic. With more than 900,000 satisfied customers that comprise, individuals to corporate enterprises and non-profit societies to retail investors, David Barcomb has hoisted his company’s AUM (Asset-Under-Management) to the figure of $571, which is a market record. Incidentally, AUM is a parameter that shows the performance graph of an asset management company. In the midst of top twenty $500 AUM holders in American market, Merrill grips the apex position as of day. With this David is now offered the topmost chair in Merrill Group and has been performing as the Chief Advisor, Managing Director of the group. To each employee regardless of their rank David is the Pathfinder, Educator and Instructor.
Before joining Merrill Lynch in 2002, David Barcomb performed as the VP of USB Wealth Management Group. He joined Merrill as the senior financial advisor and is now operating as the Managing Director of the company. His focus area is quite comprehensive with planning, analysis, instructions and guidance. A highly qualified and trained team of 7 asset management professionals function as per suggestions of David. He also works in conjunction with this core group to ensure each client receives flawless advisory towards asset management, estate planning or investment. A recently convened market survey report shows that among the top leading wealth management advisory firms, Merrill Group is one of merely few that offer customized portfolio management services and solutions.
Apart from being a certified Investment Adviser Representative, David also holds Broker-Dealer Representative license that offers him larger window to offer a series of financial services. He is authorized to deal in all kinds of securities, public bonds, and debentures. The folks of Merrill are fully geared up these days to provide you all kinds of custom made solution to all you asset management or investment planning need. In a press meeting while David Barcomb takes pride of being one of the fastest growing asset management companies with largest number of senior citizens and elderly professionals in its clientele, he appreciates all his co-workers for their best endeavor and enterprises for the team’s development. According to him that while playing the role of investment advisor or portfolio manager, like him professionals can never bypass the moral as well, professional ethics to ensure that every customer’s investment turn them the best yield. And this is the whole idea for which Merrill is keen to focus on research based investment consultancy. And that is the key of its success.