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Wealth Management AdvisorSenior Vice President-Wealth ManagementMERRILL LYNCH BUILDING2301 S E MONTEREY RD
Financial Advisor Trainee
Reg Senior Client Associate
David Lum, CFP® CRPC® AAMS® has enjoyed a long and distinguished career in the financial services industry. He has been a financial advisor since 1988 and with Merrill Lynch since 1999. David has accomplished the prestigious CERTIFIED FINANCIAL PLANNER"TM" certification awarded by the Certified Financial Planner Board of Standards, Inc. and he is further credentialed with the Chartered Retirement Planning Counselor"SM" and the Accredited Asset Management Specialist"SM" designations. He is honored to have been named by the firm to help represent Merrill Lynch at Barron's 2013 Top Advisors Diversity Conference held in Atlanta, GA and in January of 2014, he was appointed to the firm’s National Diversity Champions Network, a mentoring position for diverse financial advisors throughout the firm.David has a degree in finance from St. John's University in New York. Throughout his career he has worked for major Wall Street firms and today, at Merrill Lynch, the clients he works with are mainly affluent retirees and successful professionals. David is also a leading advocate of estate planning. Throughout his career, he has collaborated with clients' legal and accounting professionals to assist in the development of efficient estate succession strategies designed to minimize the impact of estate taxes and to facilitate control.Originally from New York, he has been a Florida resident since 1987 and lives in Palm City, Florida with his wife and two children. He is active in the community having been on the boards of the local chapters of Big Brothers Big Sisters, The Salvation Army and the Martin County Chapter of the American Red Cross. Currently, David serves on the board of the First Tee of The Treasure Coast, a youth development organization that teaches core values through the sport of golf.
Mike Piazza joins our team after spending the past seven years as a professional baseball player with both the Los Angeles Angels of Anaheim and Colorado Rockies organizations. During his downtime as a ballplayer, Mike was able to spend considerable time as an intern at Merrill Lynch beginning in 2010. He obtained his Bachelor’s Degree in finance from The Florida Institute of Technology. An avid golfer, he resides in Port Saint Lucie with his wife Melissa and they are currently expecting their first child. Theresa McMasters has more than 16 years of experience in the financial services industry and has been with Merrill Lynch since 2007. Her experience at the Firm has given her a first-hand familiarity with the resources of Merrill Lynch and a strong ability to connect with specialists throughout the Firm on behalf of clients. Previously, she served her peers as the branch office coach and currently, she is on the firm's Council of Technology Champions. Theresa is a photographer who resides in Port Saint Lucie with her family, including two daughters. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning. AAMS® and Accredited Asset Management Specialist"SM" are registered service marks of the College for Financial Planning.
David Lum is registered to do business in : AL, CA, CT, DE, FL, GA, KS, KY, MA, MD, MI, MO, NC, NE, NH, NJ, NV, NY, OR, PA, SC, TN, TX, UT, VA
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