facebook icon twitter icon youtube icon linkedin icon instagram icon

David Work | Hightower Director, Estate Financial Planning & Trust

OA David Work Headshot

David Work specializes in providing comprehensive estate and financial planning services for Hightower Advisors and their high-net-worth clients. He joined Hightower after a 23-year tenure at Merrill Lynch Private Wealth Management. In his role, David worked closely with clients and their professional advisors to develop and implement complex estate plans. Prior to working at Merrill, he was Senior Analyst with The Nautilus Group and an attorney in private practice specializing in estate planning and tax-exempt organizations. David serves on the Advisory Council to The Dallas Foundation and teaches Financial Literacy to graduating seniors as an Adjunct Faculty member at Texas Christian University.

Discover where life can take you. Let’s set up a time to connect.

REQUEST AN INTRODUCTION

Legal & Privacy
Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

© 2024 Hightower Advisors. All Rights Reserved.