David Barcomb is, at present holds the position of the Managing Director and Sr. Financial Advisor, Wealth Management in the major American financial management consultancy group Merrill Lynch Wealth Management Inc. located at the Greater Boston Area, Massachusetts. As stated, the major focus area of this corporate group is offering clients with comprehensive range of custom-made Financial Services, Estate Management plan and Advisory.
David is connected with the Barcomb Group of companies for about a decade and has successfully offered his expert advisory services to thousands of citizens in MA and from all across its surrounding states. He joined the Merrill Lynch in 2002 as its Senior Executive-Wealth Management and Financial Services. In 2013, he was promoted to the topmost management position in Merrill Lynch as he became the Managing Director of the group.
In the management hierarchy next to David Barcomb there operates an expert team of 7 highly experienced professionals who are all from financial management industry. This core team of Merrill works intimately under David as per his instructions and guidelines. The group is primarily a specialist company that mainly takes care of customized investment plans, asset and estate planning strategies of its valued clients
Aside from seven managerial level executives, this central planning cell of Merrill is also outfitted with a team of highly qualified, trained and dedicated personnel who work in conjunction with the core group in order to prepare reports, legal matters and documentations. David Barcomb plays the major role including planning, preparing and guiding his team as to how different types of personalized plans are to be made. With an amazing performance record, Merrill Lynch is considered as one of the leaders and advisory group in personalized services.
The group is now aiming to position it as America’s largest wealth management and financial services advisory community in near future. David Barcomb is backed by a Bachelor’s Degree with specialization in Economics and Political Science. In 1989, he completed his degree course from Trinity University. And soon after, he planned to begin his professional career life. As a very popular and brilliant student, David is still linked with the Alumni Network forum of this esteemed educational society of America. Smith Barney was his first job where he joined as the Sr. Executive initially while he left the group as its Senior Vice President.
After leaving Smith, he joined as the Senior Vice President in the USB Global Wealth Management Company, a major financial management consultancy company. He was there till 2002 and immediately after that David Joined the Merrill Lynch & Company Inc. David is quite contented of being associated with a group like Merrill Lynch, where he has a lot of plans and ‘things-to-do’ relating to its progression. Whereas financial management or estate planning like things are very delicate issues and needs proper control, David Barcomb feels good that his community is entirely dedicated to maximize each client’s satisfaction point by meeting their requirements efficiently, flawlessly and successfully.
