About David W. Ingle

David Ingle, AWMA® is a Founding Partner/Managing Member for Synergistic Wealth Management LLC. He has more than two decades of experience implementing finance, portfolio construction and advanced planning strategies for high net worth clients, trusts, endowments, and foundations to meet an array of sophisticated objectives.  

David goes beyond traditional wealth management by creating a synergy between financial planning and finance which forms a unique and empowering wealth management process that allows clients to take control of their financial futures.

Prior to forming Synergistic Wealth, David spent 7 years with BankofAmerica / Merrill Lynch where he was a top award-winning financial advisor and real estate finance expert achieving the highest honors and accolades. He created dynamic teams with US trust and Private Wealth Merrill Lynch and incorporating his philosophy and extensive background that includes real estate holdings and businesses.

He has received formal training and is an accomplished financial/business and life coach. He developed the guidelines and client engaging practices for BofA during the financial crisis that helped thousands of homeowners through one of the toughest times in recent history. 

David brings his Formal credit and Six Sigma training from Bank of America to middle market businesses and real estate investors.

He received his Bachelors in Finance from Western Governors University and has also taken additional courses from Harvard and Wharton Universities.