David Stark

About David Stark

Since 1991, I have been involved in the financial markets. I have experienced much in my career - the tech bubble of the financial crisis of 20••••09 and the COVID 19 Pandemic. The stock and bond markets have created pain for some and opportunity for others. The market continues to change and evolve over time but my disciplined investment philosophy based on fundamental and technical analysis has not, nor has my unwavering support for my clients. I moved over from the institutional side to retail side of portfolio management in 2014 explicitly to help clients navigate the markets to achieve financial success and reach their goals. Becoming an advisor, has fulfilled my desire to help people which is deep rooted in my personality. I have three goals to deliver to all of my clients. First, it is for them to feel that I care the most about their wealth second to them. Second, is creating an atmosphere of trust. Without trust, a relationship cannot thrive. My third goal is for my clients to be serviced above and beyond their expectations. These are the goals and tenets I live by and is the foundation for which my practice is built upon. I absolutely loved my time earning my BA in Economics at the University of California at Santa Barbara. When I am not in the office or out working with clients, I can be found on the sidelines of my children\'s soccer games or walking my dogs in the neighborhood. I have been happily married to my wife, Lisa, since 2004.

Experience

1. Financial Advisor, Assistant Vice President

   Merrill Lynch

   Sep 2021 — Present

Education

• University of California at Santa Barbara

  Bachelor's Degree

  1983 — 1988