logo

Last Update

This profile was last updated on 8/10/2017 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

Wrong David Berman?

David L. Berman

Co-founder and Chief Executive Officer

Berman McAleer Inc

HQ Phone:  (410) 560-9960

Email: d***@***.com

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Berman McAleer Inc

9690 Deereco Road Suite 350

Lutherville Timonium, Maryland,21093

United States

Company Description

Berman McAleer currently manages more than $680 million in assets for 404 client families*. Berman McAleer is an independent financial advisory and wealth management firm based in Baltimore, Maryland with an office in Manhattan. We focus on working with high...more

Background Information

Employment History

Past-President and Chairman

FPA of MD Inc


Affiliations

Financial Services Institute

Financial Advisor Council


National Association of Estate Planners & Councils

Board Member


Kestra Financial , Inc.

Advisory Board


Baltimore Estate Planning Council

Board Member


PartnersFinancial

Member


NFP Securities , Inc.

Representative


Park Avenue Securities , LLC

Registered Representative and Financial Advisor


association`s

Board Member


Education

Endowment Applied Portfolio Management class

Loyola University's Sellinger School of Business


Bachelor of Science degree

Duke University


Web References(91 Total References)


Berman McAleer | Our Team

bmcplanning.com [cached]

David L. Berman, CFP®, CLU
Co-Founder & CEO David co-founded Berman McAleer in 2003 after managing Berman Financial Group for over a decade. He believes in the value of establishing close, personal relationships with clients that will be measured in decades rather than years. He leads the firm with a combination of analytical skills, creativity and strategic vision. Holding a Bachelor of Science . . . Read More David L. Berman, CFP®, CLUCo-Founder & CEO David co-founded Berman McAleer in 2003 after managing Berman Financial Group for over a decade. He believes in the value of establishing close, personal relationships with clients that will be measured in decades rather than years. He leads the firm with a combination of analytical skills, creativity and strategic vision. Holding a Bachelor of Science degree from Duke University, David also earned his Certified Financial Planner™ (CFP®) designation in 1993. He also holds both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. David's insights and strategic thinking are well regarded throughout the industry. He is often featured or quoted in both local and national media, including: The Wall Street Journal, USA Today, The New York Times, Washington Post, Business Week, U.S. News & World Report, Bloomberg, CNN Money, The Baltimore Sun, The Chicago Tribune, The Journal of Financial Planning, Financial Times and The Baltimore Business Journal. David serves on the Financial Advisor Council for the Financial Services Institute (FSI) in Washington, D.C. He is also a Past-President and Chairman of the Financial Planning Association of Maryland, and is currently serving his second three-year term as a Directors of the Baltimore Estate Planning Council. He is a regular speaker at industry conferences and meetings, and has been on the Advisory Board of Kestra Financial, Inc., formerly known as NFP Advisor Services LLC, for the past 11 years. Prior to establishing the firm with colleague and long-time friend, David Berman, Joe managed his own practice specializing in financial consulting for individuals, profit sharing plans, and privately held companies. Prior to establishing the firm with colleague and long-time friend, David Berman, Joe managed his own practice specializing in financial consulting for individuals, profit sharing plans, and privately held companies. When the firm was ready to grow beyond its founding Partners, Melanie was the first (and only) call that David and Joe made. When Joe McAleer and David Berman merged their firms in 2003 to form Berman McAleer, Patrick became the firm's first Senior Advisor and was . . . Read More When Joe McAleer and David Berman merged their firms in 2003 to form Berman McAleer, Patrick became the firm's first Senior Advisor and was named the Director of Financial Planning. Maryann lives with her husband David and daughter Megan in Baltimore.


Leadership - Baltimore Estate Planning Council

www.baltimoreepc.org [cached]

David L. Berman, CFP®, CLU®
Berman McAleer, LLC 410-560-9960 Send Message to Member


Leadership - Baltimore Estate Planning Council

www.baltimoreepc.org [cached]

David L. Berman, CFP®, CLU®
Berman McAleer, LLC 410-560-9960


Berman McAleer, Inc. | Our Team

bmcplanning.com [cached]

David Berman, CFP®, CLU
Co-Founder & CEO


Berman McAleer, Inc. : Principals

www.bmcplanning.com [cached]

David Berman, CFP®, CLU
Principal dberman@bmcplanning.com David holds a B.S. degree from Duke University . He earned his Certified Financial Planner™ (CFP®) designation in 1993 and was admitted to the Registry of Certified Financial Planners in 1994. He also holds both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. e is a Registered Representative and Investment Advisor Representative with NFP Securities, and a member of PartnersFinancial, a premiere national network of over 200 independent financial services firms nationwide. David has been featured or quoted regularly in both the local and national media including USA Today, The New York Times, Business Week, U.S. News & World Report, Bloomberg, CNN, CNN Money, The Baltimore Sun, The Chicago Tribune, The Journal of Financial Planning, and Dow Jones Newswire. David's pride and joy are his twin children, Chase and Ashley. He and his wife Andy live in downtown Baltimore, and spend as much time as possible on the water. As avid boaters, they enjoy exploring the Chesapeake Bay and working towards its preservation and restoration. David is the Past-President and Chairman of the Financial Planning Association of Maryland. He is a member and past Director of the Baltimore Estate Planning Council, and has been a regular speaker at industry conferences and meetings. In addition he has served on the Board of Directors of several regional charities and various endowment investment committees.


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory