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David Bergerson, Financial Advisor

FINANCIAL ADVISOR
David R Bergerson

WMCP®
1961 Route 6 Ste U1, Carmel, NY 10512opens in a new window
CallSend Me a Message

Focus Areas

  • Teachers and Professors
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Business Retirement Plans

About David

My mission is simply to help others.

In every phase of life, you have important financial goals and concerns. Yet, many thoughtful, kind and intelligent people don't have the time, desire and/or ability to tackle the myriad financial decisions we all encounter in life.

Whether you are considering buying a home, starting a family, managing health costs, saving for college or planning for retirement, working with a trusted financial advisor can help you make better decisions each step of the way.

My approach is straight forward. I help clients to define what they want out of life. With this understanding, we can...

Work History

  • Edward JonesJanuary 2023 to Current
  • Merrill Lynch/Bank of AmericaDecember 2018 to January 2023

Certifications

  • WMCP®

    Wealth Management Certified Professional®

Education

  • New York UniversityMBA (Masters of Bus Admin)
  • Colgate UnivBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Board Games
  • Music

Team Members

  • Sharon Cahill
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(845) 225-5410

Fax

(877) 384-9220

Office Address

1961 Route 6 Ste U1
Carmel, NY 10512opens in a new window

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