PROFESSIONAL PROFILE
David Sano is a Financial Advisor and Certified Special Needs Advisor with Merrill Lynch. As a Special Needs Advisor, David works with Social Services Groups, Special Needs Trust Attorneys, Estate Planning Specialists, and Non Profit agencies to help special needs families coordinate a balanced financial strategy. David can help you answer some of the pressing questions you may have:
• Who will take care of and watch over our child after we are no longer able to do so?
• Will there be adequate financial resources to maintain a decent quality of life for our child?
• What will happen when our child turns 18?
With our teamwork approach we can work to:
• Define your intentions for your child’s quality of life when you are gone.
• Use your assets efficiently to preserve your child’s current quality of life by providing supplemental income while maintaining government benefits.
• Preserve your estate for family or charitable organizations.
David is an honors graduate of Nazareth College of Rochester with a Bachelor’s degree in Business and Entrepreneurial studies. David utilizes a disciplined wealth management process that helps to align individual needs, goals, and desires, with a personalized financial strategy.
His background includes owning and operating a company in the electrical industry for over eight years before joining Merrill Lynch.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com