David A. Munoz

Mr. Munoz is a Wealth Manager with J.P. Morgan Wealth Management. Mr. Munoz joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Munoz was a Wealth Manager at First Republic since 2021 and was a Senior Vice President and Senior Financial Advisor at Merrill Lynch since 2015. He began his career in 1996 at Sanford C. Bernstein as a Client Associate and became a Financial Advisor in 2000. After his tenure at Bernstein, he continued his career at Morgan Stanley and UBS. Mr. Munoz utilizes his two decades of industry experience to provide advice and guidance to a unique cross section of high net worth and ultra high net worth clients across the country. He focuses on the behavioral aspect of financial planning with a goal of developing deep, tight-knit relationships with his clients, providing advice on today’s challenges and ensuring they have a financial plan for future goals.

Growing up as an Eagle Scout, Mr. Munoz has been active for many years as a leader in Troop 170 in the Bronx, as well as the Greater New York Councils of the Boy Scouts of America. He is also a Little League Softball and soccer coach and serves on the Croton Little League Board of Directors.

Mr. Munoz completed the New York University Certificate of Financial Planning and the Certified Private Wealth Advisor® (CPWA®) certification program at The University of Chicago Booth School of Business.

Mr. Munoz earned his Bachelor of Arts in Psychology and Sociology from the College of the Holy Cross.