Wealth Management Advisor@ Merrill Lynch
New York City Metropolitan Area
David Hollenberg
GET FULL PROFILE 
University of South Florida
Real-Time AI Research
FlashIntel GPT
Tell me more about David Hollenberg?
FlashIntel GPTDavid Hollenberg is a Senior Vice President - Wealth Management and Wealth Management Advisor for Merrill Lynch's Global Wealth Management Division. With 28.9 years of experience, he has a strong background in finance and general management. David graduated from the University of South Florida and has been a Marine Corps Pilot for the next eight years. He is also a Chartered Retirement Planning Counselor SM, specializing in personalized and specific cash flow planning. David is based in Rockaway Township, NJ and is a golfer and enjoys reading in his spare time.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Senior Vice President - Wealth Management and Wealth Management Advisor for Merrill Lynch’s Global Wealth Management Division. Dave graduated from the University of South Florida and upon graduation he was commissioned as an officer in the United States Marine Corps. He became a Marine Corps Pilot and flew all over the world for the next eight years. Dave Joined Merrill Lynch in 1995 and earned the designation of Chartered Retirement Planning Counselor SM(CRPC®). Dave is responsible for formulating a disciplined investment process through personalized and specific cash flow planning. Dave lives in Rockaway Township, NJ with his wife Wendy, and son and daughter. He is an avid golfer and enjoys reading in his spare time.DISCLOSURE: Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.
...See MoreWork Experience
Wealth Management Advisor | Senior Vice President
Wealth Management Advisor
Financial Services
David Hollenberg's Professional Milestones
- Wealth Management Advisor (1995-01-01~): Optimized wealth management strategies to enhance profitability and maximize shareholder value.
- Wealth Management Advisor | Senior Vice President (1995-01-01~): Building strategic partnerships and developing strong strategies, driving profitability and expanding client base.
Education
Certification
Colleagues
John "Jack" C. Davis
Owner
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Hadas Cohen
owner & designer at hadas creations
Christine Thibault
Small Business Owner
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Other Named David Hollenberg
Frequently asked questions
We found 2 David Hollenberg's phone numbers
David Hollenberg's social media include: Linkedin,
David Hollenberg works for Merrill Lynch
David Hollenberg's role in Merrill Lynch is Wealth Management Advisor
David Hollenberg works in the industry of Financial Services
David Hollenberg's colleagues are John "Jack" C. Davis,Kirk Fleming Jr,Hadas Cohen
David Hollenberg's latest job experience is Wealth Management Advisor at Merrill Lynch
David Hollenberg's latest education in University of South Florida
