Forbes 2023 “Best-in-State Wealth Advisors.” Merrill proudly recognizes David for being selected to the 2023 Forbes “Best-in-State Wealth Advisors.”  David has been named to the “Best-in-State Wealth Advisors” list for five (6) consecutive years since its inaugural year in 2018 (Published annually Jan – April. Rankings based on data as of June 30 of prior year). David graduated with Omicron Delta Epsilon honors from the University of California at Santa Barbara with a degree in Business Economics and received his Juris Doctor from Pepperdine University School of Law where he was a Margaret Brock Scholar.