DAVID KATZ
Merrill Lynch
As a Certified Exit Planning Advisor (CEPA®), David Katz is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
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- Advisor Type: Wealth Manager
- Website:
https://www.ml.com/ - Phone: (212) 415-7717
- City: East Brunswick
- State: New York
- Postal Code: 08816
- Country: United States
- Designations: CEPA, CRPC, CPWA, CPFA
- Markets Served:
- Company Name: Merrill Lynch
