Meet the PWM Team

David Piano is the Founder, President and Senior Advisor of Piano Wealth Management. As President, David oversees all aspects of Piano Wealth Management’s financial services offerings.

David started his career as a Financial advisor with one of the nation’s premier wealth management firms, Merrill Lynch. After spending time in a large wire house setting, David decided the flexibility of an Independent financial services model would be the best way to serve his clients going forward.

David is accredited as an Alternative Investment Advisor and received his Personal Investment Advisor Certification while at Merrill Lynch. He is a 2003 graduate of S.U.N.Y. Brockport where he received a B.S. in Business Administration with a concentration in Finance.

David serves on the Board of the Westside YMCA as well as chair of their annual campaign. As a resident of Victor, NY David enjoys many outdoor activities including training for and competing in triathlons and marathons.