Prior to joining Raymond James in 2018, David Wolf was a Senior Financial Advisor and Vice President at Merrill Lynch in Buffalo, NY. He has over 20 years of industry experience servicing both individual high net worth clients and small businesses. 

David's mission is to help his clients achieve long term financial objectives or goals, in keeping with prudent money management practices, as measured against clearly defined investment goals.

He embraces the company’s client centered focus, which is closely aligned with his own values, including the belief that “The customer’s needs come first.” 

After determining a client’s investment goals and objectives and their tolerance for risk, he analyzes their current investment portfolio using an Investment Allocation Strategy. This becomes the foundation for future planning. For David, the most satisfying part of being a financial consultant is to help people reach their financial goals.

He graduated from Canisius High School in Buffalo, NY and has earned a Bachelor of Science in both Finance and Marketing at Saint Joseph’s University located in Philadelphia, PA.

He lives in North Buffalo with his wife Nicole and three children.