Awards and Industry Recognition
Forbes
America's Next Gen Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017
Best-In-State Wealth Advisors
2022 • 2021 • 2020 • 2019
Financial Planning
Top 40 Under 40
2022 • 2021
About David Li
Welcome
My goal is to listen, anticipate, and provide exceptional service to my clients while helping them address the complexities of wealth. My motto is to treat clients as an extension of my own family – always with urgency, respect, and the highest integrity.
Meet Our Team
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(617) 654-2233