David Brounley has over 35 years of experience in the financial planning industry. David is currently the Senior Vice President and Region Director at Merit Financial Advisors, where they are responsible for the firm's expansion in the Texas market. Prior to this, they served as the Senior Vice President of Business Development at Wealth Enhancement Group, overseeing the firm's growth.
Earlier in their career, Brounley was the National Sales Leader for the Worksite Financial Solutions platform at LPL Retirement Partners and the Partner and Chief Compliance Officer at Gitterman & Associates Wealth Management LLC. David also served as the Head of Sales in the Retail and Advisory Markets, General Manager of the Northeast Region, and Senior Vice President of Advisory Services at ING.
Brounley began their career as a financial advisor at American Express and later held various leadership positions, including Field Vice President and Vice President of Business Development in London. David has a strong background in comprehensive financial planning and a commitment to long-term client relationships.
David Brounley, CFP®, ChFC, AIF®, AAMS®, CRPS, earned their Bachelor of Arts (B.A.) degree in Economics from DePauw University, where they attended from 1979 to 1983. David also holds additional certifications from the College for Financial Planning, including AAMS®, CRPS, CRPC, and the CERTIFIED FINANCIAL PLANNER™ designation. Additionally, Brounley obtained the ChFC certification from the American College. No specific information was provided regarding the months or years when these certifications were obtained.
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