David Mendoza

David Mendoza joined Rockefeller in May of 2022 after being with Merrill Lynch since 1981. This extensive industry experience has given him a clear understanding of how changing markets can affect portfolio outcomes. As a relationship manager and team leader, David draws on this understanding to help business owners, executives, professionals, and families pursue their goals and navigate complex financial situations. He values the client relationships he has formed and finds it extremely gratifying when several generations of the same family turn to him for advice and guidance on their wealth management issues.

David helps clients pursue their objectives by managing on a discretionary basis custom investment strategy, selecting from a wide range of model portfolios and third-party investment strategies.

David earned a bachelor’s degree from Santa Clara University and began his career at EF Hutton before moving to Merrill Lynch in 1981. He has two sons, and his hobbies include fitness, playing golf, and skiing.

Named #30 on the Forbes “Best-in-State Wealth Advisors” list in 2022. *

*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated on April 7, 2022 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.