Fisher in New York, NY is a financial advisory firm that offers personalized strategies for high net worth individuals, families, and businesses. With over 30 years of experience, their Senior Vice President and Senior Financial Advisor, David Fisher, develops investment and asset allocation recommendations tailored to each client's financial situation and goals. In addition to traditional advice and guidance, Fisher is a qualified Portfolio Manager who can build and manage personalized strategies incorporating individual stocks and bonds, model portfolios, and third-party investment strategies.
As part of Merrill Lynch Wealth Management, Fisher provides access to a wide range of solutions, including personal banking, lending, retirement savings accounts, insurance, and wealth planning services. Their comprehensive approach aims to help clients pursue both short-term and long-term goals, covering areas such as tax considerations, college planning, retirement, and estate planning. Fisher's expertise and personalized approach make them a trusted partner in helping clients achieve their financial objectives.
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