David Singer
David Singer is Managing Director and International Private Wealth Advisor for the Evelo | Singer | Sullivan | Bruegge Group at Merrill Private Wealth Management. Since beginning his wealth management career in 1991, Singer has spent more than three decades with Merrill Lynch, building a reputation as a trusted advisor to families of substantial wealth with complex financial needs. As a Principal Partner, he oversees more than $8 billion in client assets and leads a 31-member team dedicated to delivering customized investment portfolios, estate planning strategies, tax-efficient solutions, and philanthropic guidance. His approach integrates asset structuring, long-term risk management, and multigenerational wealth strategies to help clients achieve enduring financial success. Widely recognized as an industry-leading advisor, Singer has been featured in Forbes, Barron’s, and the Financial Times, and he remains actively engaged in his community as Chairman of the Board for the Boys & Girls Clubs of Greater Cincinnati.
David Singer Professional Experience / Academic History
Professional Experience
-
Managing Director, Private Wealth Advisor
Academic History
-
Master of Business Administration
-
B.A., Economics and Literature, Minor in Computational Mathematics
MERRILL LYNCH CINCINNATI
The Evelo | Singer | Sullivan | Bruegge Group at Merrill Private Wealth Management serves affluent clients, entrepreneurs, and multigenerational families, providing comprehensive wealth management solutions that address all aspects of financial well-being.
The team specializes in family wealth transfer, philanthropy, investment strategy, and business succession planning, tailoring their approach to each client’s unique goals and legacy.
Known for their personalized service, disciplined investment process, and deep commitment to client success, the group is recognized as one of Merrill’s premier advisory teams.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2018-2024
Forbes Best-in-State Wealth Advisors, 2024
Forbes Best-in-State Wealth Management Teams, 2024
Barron's Top 1,200 Financial Advisors, 2014-2024
Barron's Top 100 Financial Advisors, 2017-2024
Barron's Top 250 Private Wealth Management Teams, 2019-2024
Financial Times Top Advisors, 2014-2020
DESIGNATIONS
Personal Investment Advisor, Merrill Lynch Internal
Chartered Financial Analyst, CFA Institute