PROFESSIONAL PROFILE
As a Financial Advisor, David Weinberg works with individuals, families, and business owners in the Zanesville, Ohio office. He focuses on wealth management and provides financial solutions designed to meet each client's investment, education and retirement planning needs, including wealth protection and estate planning services. David's mission, first and foremost, is to understand you; to take the time to ask hard, smart questions and to listen carefully. To understand, in great detail, exactly where your wealth stands today and where you'd like it to be tomorrow is central to David's process.
Drawing on a network of specialists, David helps clients find powerful, innovative ways to connect all the pieces of their financial life so they can achieve life on their terms. He looks at his client's financial life in total, creates a customized solution designed to meet their overall risk tolerance and asset allocation.
David's goal is to become an essential lifelong partner to those who have trusted him to advise on accumulating, building, preserving, and distributing wealth. He stresses a long-term approach to investing based upon asset allocation and diversification. Client relationships are built on trust, integrity, and satisfaction.
Most recently, David has earned a Certified Special Needs Advisor (CSNA) designation at Merrill Lynch. By successfully completing the CSNA program, he is able to deepen his commitment to helping families find strategies that are designed to preserve their lifelong financial security, including their loved ones who have disabilities.
David and his wife, Jeanette, were born and raised in Zanesville. After living out of area for 20 years, they decided to move back home along with their 2 sons Todd and Ross. David is a board member of the American Red Cross, Muskingum Valley Chapter,a member of the Genesis Healthcare System Advisory Board, and a member of the board of directors of the United Way of Muskingum, Perry and Morgan Counties.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com