PROFESSIONAL PROFILE

David Lucchese is a Financial Advisor in the Rockville, MD office having joined Merrill Lynch in 2008 after 4 years with Morgan Stanley. Prior to becoming a Financial Advisor, David worked as an Internal Auditor and Senior Financial Analyst for an international Satellite Entertainment Company and a top international law firm.

David works with business owners and individuals through every step of their financial life cycle. Like in business, he believes that having a sound plan is the cornerstone of success. Prior to making any material investment decision, David believes every client should have a thorough understanding of their annual cash flow (income statement) and complete review of their net-worth (balance sheet). This analysis is one of many tools utilized to tailor investment strategies designed to maximize each client’s financial resources.

Once a thorough review of a client’s cash flow and net-worth is complete, he works with each client to develop a robust wealth management strategy, focusing on in-depth financial solutions and a relationship that is built on trust. Having access to an array of specialists, David advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies. This process includes, but is not limited to, portfolio development, educational planning, liability management, tax minimization, asset protection and retirement income planning.

His prior experience as an Internal Auditor and Financial Analyst provided him with a deep-rooted belief in the importance of monitoring any plan against actual results. It is through this analysis, knowledge of new events, and communication with the client that allows any client or business to adapt to a changing financial landscape and increase their probability for success.

David holds an undergraduate degree in Accounting from Boston College and lives with his wife Jen and two children in Bethesda Maryland.