PROFESSIONAL PROFILE
At Pulliam & Associates, Merrill Lynch, we are dedicated to the success of our clients' long-term financial dreams. We believe, while there are a lot of factors that can impact the financial ambitions of every household, the heart of success is rooted in having a blueprint to frame their aspirations and make them a reality. We believe that our disciplined planning and investment process provides that blueprint to clients who are committed to making their dreams their reality.
We understand that investors are overwhelmed with the speed of modern global financial markets. We offer clarity and a path to success through today’s financial perplexities. We provide clients confidence in a complex world with proven wealth accumulation strategies and a disciplined investment process that is tailored to the clients’ individual circumstances. We put clients in the most reasonable position possible to achieve their financial dreams.
Since no Financial Advisor can work with every household, we have developed our services to best fit executive level professionals, small business owners and affluent individuals that are committed to long-term financial success. By partnering the vast resources of Merrill Lynch Global Wealth Management with an open architecture approach to investments, our process enables clients to obtain a panoramic view of their financial possibilities. Our commitment to proactive communication and transparency with clients, we believe, is what makes us distinct against a landscape of opaque information and double talk.
David M. Pulliam is a Senior Financial Advisor with Merrill Lynch. David earned his Bachelor's of Business Administration Degree in Finance from The University of Arkansas, Little Rock College of Business. After starting a career in financial services in 1996, David relocated from Arkansas to the Southern Nevada community in 1998. Being active in the Southern Nevada community is a high priority. David has served on a number of Boards of Directors in the Southern Nevada Valley, including Leukemia Lymphoma Foundation and Make-A-Wish® Foundation of Southern Nevada.