No Photo Available

Last Update

2017-02-26T00:00:00.000Z

This profile was last updated on .

Is this you? Claim your profile.

Wrong David Berman?

Mr. David L. Berman

Co-founder and Chief Executive Officer

Berman McAleer Inc

Direct Phone: (410) ***-****       

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.

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 ... more

Find other employees at this company (20)

Background Information

Affiliations

Board Member
Baltimore Estate Planning Council

Financial Advisor Council
Financial Services Institute

Advisory Board
Kestra Financial , Inc.

Member
PartnersFinancial

Representative
NFP Securities , Inc.

Registered Representative and Financial Advisor
Park Avenue Securities LLC

Board Member
association`s

Education

Bachelor of Science degree

Duke University

Web References (71 Total References)


Leadership - Baltimore Estate Planning Council

www.baltimoreepc.org [cached]

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


David Berman - Baltimore Estate Planning Council

www.baltimoreepc.org [cached]

David L. Berman, CFP®, CLU® Financial Advisor Co-Founder & CEO Berman McAleer, LLC 9690 Deereco Road, Suite 800


David L. Berman, CFP® ...

www.bmcplanning.com [cached]

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


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

Other People with this Name

Other people with the name Berman

Ryan Berman
VidCorp

Brandon Berman
Westwood One Inc

Bosmat Berman
TriMas Corporation

Jeff Berman
Chef Works Inc

Neuberger Berman
Neuberger Berman Inc.

City Directory Icon

Browse ZoomInfo's Business Contact Directory by City

People Directory Icon

Browse ZoomInfo's
Business People Directory

Company Directory Icon

Browse ZoomInfo's
Advanced Company Directory