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This profile was last updated on 3/2/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David L. Berman

Wrong David L. Berman?


Phone: (410) ***-****  
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
62 Total References
Web References
Leadership - Baltimore Estate Planning Council, 2 Mar 2015 [cached]
David L. Berman, CFP®, CLU® Berman McAleer, Inc. 410-560-9960
Berman McAleer, Inc. | Our Team, 28 Jan 2015 [cached]
David Berman, CFP®, CLU Principal
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
Berman McAleer, Inc. : Principals, 24 Nov 2010 [cached]
David Berman, CFP®, CLU Principal
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.
Formula Ford 1600 Race Series, 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.
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