Business
Asset Management Consultancies Should Be Customized That Make It Beneficial
From his earlier position as senior
financial advisor, David Barcomb
has been promoted as the Managing Director and Chief Advisor at Merrill Lynch
Wealth Management Company in MA, Boston. This huge American asset management
corporate specializes in offering personalized financial services, asset
management and wealth management consultancy services. David joined Merrill
Wealth in back 2002 and from then he worked for the company as its senior
advisor. And, it’s just after 20 years of his committed and dedicated service
to the asset management industry as a whole he has achieved the highest chair
and best honor at Merrill Consultancy Group in the year 2013.
David together with his 7 highly
seasoned industry professionals are in the core team in Merrill and they work
in conjunction with the guidelines of David to find out the best alternatives
of investment plans, estate planning on objective based strategies. David Barcomb aims
to position his group Merrill Lynch as the largest Asset Management Company in
the US very shortly.
No wonder, as of today, the corporate
Wealth Management house is holding more than $570 billion
Asset-Under-Management, which tends to be one of the major figures of AUM among
top US asset management companies. This astonishing growth of Merrill Lynch was
rather inevitable to its stakeholders subsequent to the joining of Barcomb in
this organization. Before joining Merrill Lynch, David was associated with
United Group Wealth Management and from that time his expertise, vision and
approaches became a buzz in the industry. The innovative way of providing
customized wealth management solutions to clients started happening only after
Barcomb appeared on the stage.
The core group now makes through
analysis of every client’s financial status, their expectations and then,
accordingly finds out the most matching investment options. According to David Barcomb that an asset management
company can never bypass the responsibility that they shoulder by advising
their clients in investment in say securities, bonds or any other asset without
researching the risk issues involved. And this is only by best mapping of wealth
management strategies, by which a company can make his clients beneficial. The
overall objective should be ensuring a lasting and developed financial
health.
David started his professional life
after completion of his Bachelor's Degree from the Trinity University in 1989.
His major subjects were Economics, and Political Science. In Trinity
University’s Alumni forum, he is still involved and well popular to the new
generation students too. The Barcomb Group as well as David
Barcomb is a well acknowledged and respected member of the trustee
board of South Shore Hospital of Massachusetts. With his hectic job schedule
David is very much involved in fundraising programs. In a seminar, Barcomb
group was cordially thanked for their generous contribution for the development
of the South Shore Hospital and for the progression of community people of
Southeastern Massachusetts. David offers excellent coaching to young people who
are interested to play baseball and basketball. He lives with his two daughters
Kate and Sarah as well, his son Dave Jr. in Norwell.
