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This profile was last updated on 4/22/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David L. Berman

Wrong David L. Berman?


Phone: (410) ***-****  HQ Phone
Email: d***@***.com
Berman McAleer Inc
9690 Deereco Road Suite 350
Timonium, Maryland 21093
United States

Company Description: The professionals of Berman McAleer, Inc. provide financial advice dedicated to total wealth management. Areas of specialty include investment management*, estate...   more

Employment History

Board Memberships and Affiliations


  • Behavioral Psychology , Finance and Economics
    Duke University
  • Bachelor of Science degree
    Duke University
60 Total References
Web References
Berman McAleer, Inc. | Our Team, 22 April 2014 [cached]
David Berman, CFP®, CLU Principal
Associates : Berman McAleer, Inc., 8 Mar 2013 [cached]
David Berman, CFP®, CLU
Kelly Miller : Berman McAleer, Inc., 4 Aug 2012 [cached]
Executive Assistant to David L. Berman, CFP®, CLU
Phone:(410) 560-9960 Fax:(410) 560-7992
Aim Autosport, 6 Feb 2002 [cached]
"Our fans have long enjoyed the thrills and excitement this race has provided, as our next generation of Canadian drivers emerge from this close and competitive series"."We are very pleased to be back at the Air Canada Grand Prix,"said David Berman, President of BMG, the series organizer.
David Berman, CFP®, CLU : Berman McAleer, Inc., 4 Aug 2012 [cached]
David Berman, CFP®, CLU
David Berman, CFP®, CLU
Phone:410-560-9960 Fax:410-560-7992
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. He 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 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.
David's pride and joy are his twin children, Chase and Ashley. He and his wife Andy recently moved from downtown Baltimore back to Greenspring Valley, but still plan to spend as much of their family time as possible on the water.
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