David Lopez-Monroy

Financial Advisor

 

David joined Merrill Lynch Wealth Management after running a successful tax, consulting and cross-border business practice for over 20 years with BeachFleischman PC, one of Arizona’s largest and most prominent accounting firms, where he was a partner.  At BeachFleischman, David started the firm’s international tax practice and led it to become one of the fastest growing segments for the firm.  Prior to BeachFleischman, David was with Ernst & Young LLP. 

In 2021, David joined Merrill Lynch Wealth Management with the objective of providing comprehensive financial guidance to clients.  By teaming up with other highly experienced financial advisors, combined with David’s background, the team provides a strong hub for clients with the ability to coordinate with attorneys, accountants and other members of the client’s advisory team, with a family office type service offering.  This approach provides a unique, multi-faceted, holistic team, catering to high net worth and ultra-high net worth families.  

Over the years David has been very active in the community having served in leadership roles with various organizations such as Ronald McDonald House of Southern Arizona (Past President, Past Treasurer), Carondelet Foundation (Past Treasurer), Salpointe Foundation (Past Board Member), Kino Border Initiative (Past Treasurer, Current Board Member), Tucson Metro Chamber of Commerce (Past Treasurer), and Nexus Executives (Current President, Past Treasurer).