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Dave Whalen

Merit Financial Advisors

At a glance

Dave Whalen was named in our coverage with Merit Financial Advisors on October 29, 2026. One story in our coverage names them so far.

Firm
Merit Financial Advisors
In our coverage
1 story

In the news

  1. Taxes, alts, in the education spotlight at Schwab IMPACTInvestmentNews

How this page is built

Every line on this page comes from a story that names Dave Whalen: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 29, 2026. All people in our coverage →