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This profile was last updated on 12/26/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David L. Berman

Wrong David L. Berman?

Principal

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
Background

Employment History

Board Memberships and Affiliations

Education

  • Behavioral Psychology , Finance and Economics
    Duke University
  • Bachelor of Science degree
    Duke University
49 Total References
Web References
Leadership - Baltimore Estate Planning Council
www.baltimoreepc.org, 26 Dec 2015 [cached]
David L. Berman, CFP®, CLU® Berman McAleer, Inc. 410-560-9960 dberman@bmcplanning.com
Berman Mcaleer
www.bermanmcaleer.com, 7 Feb 2009 [cached]
Executive Assistant : David L. Berman, CFP®, CLU
Phone - (410) 560-9960FAX - (410) 560-7992E-mail - sgranger@bermanmcaleer.com
Sharonly brings over 12 years of experience to the Berman McAleer team.She began and spent most of her career with Alex Brown concentrating in the areas of Human Resources, Marketing, and Client Relations.Sharonly currently holds the Limited Securities Representative and the Uniform Securities Agent State Law licenses.She is a Registered Representative with NFP Securities, Inc.Her principal focus is client communication and service as well as complete administrative support to David Berman.
Formula Ford 1600 Race Series
www.formulaford1600.com, 6 Feb 2002 [cached]
We are very pleased to be back at the Air Canada Grand Prix,î said David Berman, President of BMG, the series organizer. ìCanadian teams and drivers have much to be thankful for.
Berman Mcaleer
www.bermanmcaleer.com, 7 Feb 2009 [cached]
David L. Berman, CFP, CLU is a Principal with Berman McAleer. He established his financial planning practice in 1988, which was merged into Berman McAleer in 2002 when he formed a partnership with long-time colleague and friend Joseph McAleer. Clients benefit from a combination of his technical expertise, uncompromising client service, and a unique ability to effectively communicate complex financial concepts and motivate progress.
David holds a Bachelor of Science degree from Duke University, where he studied Behavioral Psychology, Finance and Economics. He earned his CERTIFIED FINANCIAL PLANNERâ„¢ certification in 1993, and was admitted to the Registry of Certified Financial Planners in 1994. He is a Registered Representative and Investment Advisor Representative with NFP Securities, Inc, and he also holds both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CFC) designations.
David is the Past-President and Chairman of the Financial Planning Association of Maryland. He has also served on the Baltimore Estate Planning Council's Board of Directors and is a regular speaker at industry conferences and meetings. He serves on the Associated Jewish Community Federation's Investment and Planned Giving Roundtable Committees.
He 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 Magazine, CNN, CNN Money, The Baltimore Sun, Investment News, The Chicago Tribune, The Journal of Financial Planning, and The Baltimore Business Journal.
Berman McAleer
www.bermanfinancial.com, 8 May 2003 [cached]
David BermanBerman McAleer
...
David L. Berman, CFP, CLU is President of Berman Financial Group, LLC.He established his financial planning practice in Baltimore in 1988, specializing in investment, retirement, insurance and estate planning for professionals, executives and the owners of closely held businesses.Prior to founding Berman Financial Group in 1999, he was a member of First Financial Group in Towson, MD.His clients benefit from a combination of his technical expertise, uncompromising client service, and ability to effectively communicate complex financial concepts and motivate progress.
Berman Financial Group was named one of the top 150 wealth management firms in the country by Bloomberg Wealth Manager magazine in 2001, one of only seven Maryland-based firms to be so honored.David has also been recognized in Who`s Who in America and Who`s Who in Business and Finance.He currently oversees approximately $105 million for about 240 clients.
Mr. Berman holds a Bachelor of Science degree from Duke University, where he studied Behavioral Psychology, Finance and Economics.He earned his Certified Financial Planner (CFP) designation in 1993, and was admitted to the Registry of Certified Financial Planners in 1994.He is also both a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC.)
Mr. Berman is the current President of the Financial Planning Association of Maryland, having served on the association`s Board of Directors for the past seven years.He is also currently serving a 2-year term on the Baltimore Estate Planning Council`s Board of Directors.He is a regular speaker at industry conferences, and teaches continuing education credits in both the insurance and financial planning industries.He also serves on the Associated Jewish Community Federation of Baltimore`s First Investment Committee, responsible for overseeing the charity`s endowment fund.
He is regularly quoted or featured in both the local and national media, including recent stories in U.S. News & World Report, Bloomberg Magazine, CNN, CNN Money, Investment News, The Chicago Tribune, The Journal of Financial Planning, The Baltimore Sun, and The Baltimore Business Journal.
Contact David L. Berman
David Berman, Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667.Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor.Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.PAS is an indirect, wholly owned subsidiary of Guardian.Berman Finacial Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member NASD, SIPC.
David is licensed to sell insurance in: DC, DE, FL, GA, IL, MA, MD, NJ, NY, PA, TN, VA, WA.
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