Sr. Wealth Advisor
David Margulies, Senior Wealth Advisor, has had over 30 years of investment management experience as a financial advisor with Merrill Lynch and Morgan Stanley. At XML, David is able to give the personalized service on which he has built his business, knowing that there is no one-size-fits-all strategy for his clients. As an independent firm, XML offers the capacity to provide clients with a more expansive range of investment options and opportunities. David fosters a close relationship with his clients, resulting in decades of service to his clients and their families. “This profession is not just about building great portfolios – it’s also about sharing the journey with wonderful people while helping them realize their goals, both financial and otherwise.”
Education & Philanthropy
David went to Annandale High School, where he was captain of the chess team. He graduated from Yeshiva University in New York with degrees in history and Judaic studies. David has a passion for Austrian economics, as well as historical criticism, and he spends much of his free time reading up on both subjects. He and his wife, Julia, have served on the boards of the Jewish Community Center of Northern Virginia and Gesher Jewish Day School, where they were instrumental in contributing and fundraising for the school’s permanent location. They raised their three children in northern Virginia and now split their time between Fairfax, VA and St. Petersburg, FL. In 2020, David was honored to make the gift of three paintings from the 19th-century Jewish artist Moritz Oppenheim to The Jewish Museum in New York City.
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