Daver Tiryakioglu

About Daver Tiryakioglu

Our Team is dedicated to helping clients achieve their long term goals and objectives, through proven & disciplined financial strategies. Through a process of caring above and beyond their finances we are able to assist them with a vast array of personal needs. We are able to do this by helping to ensure each member knows each client personally, knows their needs and lets their importance be known in every interaction. Our focus is on building long term relationships to assist in all personal finance areas including Retirement, Education and Estate goals tailored to the client\'s specific needs and risk tolerance. As a Wealth Management Team, we advise high net worth families, individuals and business owners. We provide complete and interactive wealth management strategies for the clients\' retirement, education, cash management and liability management needs. Our process is designed to offer guidance and a clear path towards reaching those goals which are individualized for each client and not to a generic index return. Through this process, we track year to year changes in the clients\' financial needs, their progress towards their goals and their portfolio performance. Key factors that lead to clients assistance are distribution options, estate issues, financial strategies, executive goal based approach, tax efficient investing, business succession, education scenarios, stock option, concentrated stock position and stock award assistance. Named to the 2023 Forbes \"Best-in-State Wealth Management Teams\" list as a member of the Tiryakioglu & Duenwald team (Published on January 12, 2023. Rankings based on data as of March 31, 2022).**Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Experience

1. Wealth Management Advisor, Managing Director

   Merrill Lynch

   May 1992 — Present

   Wealth Management Advisor, Managing Director Merrill Lynch Wealth Management We provide a complete range of services including multi-generational estate services and wealth planning strategies to high net worth families. The client experience includes, but is not limited to:~Exclusivity due to a limited number of clients ~Consistent communication with you through regular scheduled contact ~A high level of personal services ~Focus on fast and efficient resolution to issues ~We seek to deliver confidence that your retirement plans customized around your needs Daver and the rest of the TD Group, focus extends well beyond asset management and retirement planning for executives (who may need to unwind concentrated stock positions and exercise options), owners of privately-held companies(who may require equipment financing and/or purchase property through Bank of America, N.A. Commercial Banking),as well as many physicians, successful savers and widows (most, in wealth preservation mode who seek to grow and preserve their assets). You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is (if applicable). Each choice may offer different investment options and services, fee and expenses, withdrawal options, required distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These choices are complex and should be considered with care. For more information, please contact your Merrill Financial Advisor.

Education

• University of Georgia

  Bachelor's Degree

  1986 — 1990