PROFESSIONAL PROFILE

David R.H. Chapman, CFP®, CRPC®

David Chapman is a Financial Advisor who holds the CFP® and CRPC® designations. He specializes in investment strategies customized to each client’s retirement goals. Employing a disciplined approach to investing and planning, his team helps affluent individuals and small businesses to grow and protect their assets over time. The team has more than 40 years total experience providing solutions in investment management, retirement and estate planning, insurance, and lending.

Prior to joining the Global Wealth Management group at Merrill Lynch headquarters, David Chapman served as a capital markets analyst at Thomson Financial, advising corporate management teams and boards on their institutional shareholders’ movements and on market trends. Prior, he worked with the St Regis New York and Duke University. He has a bachelors degree with highest honors from UNC-Chapel Hill.

David Chapman serves as a volunteer tutor and Junior Board member at the East Harlem Tutorial Program, where he developed a financial literacy curriculum for high school students. David is a vestry member of his church, a board member of the NY Carolina Club, a marathoner, and a gradually improving salsa dancer.