TBH Leadership
David Merrell

David Merrell

About David

David serves as Managing Member and Founder of TBH Advisors, LLC. Having started in the business back in the late nineties, David believes you should never forget that absolutely everything you do within the business should be to provide exceptional client service. By asking the client the open-ended question, “How can I best help you now?” you can continuously improve systems and protocols to meet and exceed client expectations. Having founded TBH in 2008, the firm has now grown to over twenty employees and over a billion in assets under management. David is fiercely proud of TBH’s financial impact on its client’s lives. He believes a fully customized approach to each client relationship is foremost to a successful journey. When David is not working directly with clients, he loves to travel with his wife, Holly, and their adult children when possible. They especially enjoy attending Formula 1 races. Beyond travel, David is an avid reader of anything Behavioral Finance and loves chilling with the family animals. Favorite quote: The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails – William Arthur Ward

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