Last Update

2016-08-23T00:00:00.000Z

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Wrong David Berman?

Mr. David L. Berman

Direct Phone: (410) ***-****       

Email: d***@***.com

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Berman McAleer Inc

9690 Deereco Road Suite 350

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 (16)

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

Behavioral Psychology , Finance and Economics

Duke University

Bachelor of Science degree

Duke University

Web References (134 Total References)


Berman McAleer, Inc. | Our Team

bmcplanning.com [cached]

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


Leadership - Baltimore Estate Planning Council

www.baltimoreepc.org [cached]

David L. Berman, CFP®, CLU® Berman McAleer, Inc. 410-560-9960 dberman@bmcplanning.com


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.


"We are proud of the work ...

bmcplanning.com [cached]

"We are proud of the work we do every day to help our clients succeed financially," said David Berman, Berman McAleer's CEO.


"Susan is an incredibly talented ...

bmcplanning.com [cached]

"Susan is an incredibly talented colleague and we are pleased to name her Principal and Equity Partner," said David Berman, Berman McAleer's Co-founder and Chief Executive Officer.

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