David Lundgren provides advice and planning for clients in Investment Management, Retirement Planning, Tax Planning, Estate Planning, along with Risk and Insurance Planning at Meridian Wealth Management LLC. David has over 25 years in the financial service industry and has a well-rounded knowledge from his years as an SVP Private Banker along with his years as Sr. Wealth Advisor in wealth management.

Prior to joining Meridian, David served as a Sr. Wealth Advisor at Goldman Sachs Personal Financial Management for the last 4 years. Prior to joining Goldman Sachs, formerly United Capital, he was an SVP Private Banker with BBVA Compass. Prior to BBVA Compass he was an SVP Private Banker at Bank of America. He began his career with Banc of America Investment Services in the early nineties prior to joining Bank of America’s Private Bank.

David graduated from University of Phoenix with a Bachelor of Science in Business Administration/Finance.

Outside of the office, David and his wife of 26 years spend time with their adult children and grandson, along with their passion for the outdoors

(520) 719-1433 | EMAIL DAVID | SCOTTSDALE, AZ