David Work
Hightower | Director, Estate Financial Planning & Trust
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.
1550 Tiburon Blvd
Suite B Up #6
Tiburon, CA 94920
(415) 702-1622
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