Moelis & Co

David Helfand is a Managing Director at BDH Wealth Advisors, a private wealth advisory practice affiliated with Ameriprise Financial Services LLC. With over 30 years of experience, he provides tailored financial advice aimed at helping clients navigate both expected and unexpected life events through personalized investment strategies and regular consultations. His qualifications include multiple accreditations, such as CPA, AAMS, and AEP, which equip him to cover a range of financial planning areas, including retirement, investment management, and estate planning. Helfand emphasizes the importance of ongoing communication and accessibility to ensure clients stay on track with their financial goals. Generated from the website

Welcome to Merrill Lynch in Chicago, IL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

At Cogent Strategic Wealth, we have made it our business to take the guesswork out of investing and financial planning. With years of experience under our belts, we specialize in crafting personalized strategies that help our clients achieve long-term success. We take pride in being clients of our own firm, which means we treat your finances with the same care and attention we give to our own loved ones.