David M. Yormick, CFP®
CERTIFIED FINANCIAL PLANNER®
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Phone: (216) 270-4425 ext. 1
Email: dave@bisonllc.com
My career in financial services began in 1995 as broker's assistant in Washington, D.C. Shortly thereafter, I joined Dean Witter in Annapolis, MD, which later merged with Morgan Stanley. In 1997, I completed the Morgan Stanley Financial Advisor Training Program and began my work as a registered Financial Advisor in the firm’s Alexandria, VA office.
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In 2003, I left Morgan Stanley to found Bison Wealth Management, LLC as an independent, fee-based Registered Investment Advisory firm. A year later, my wife and I moved to Cleveland, OH, where we’ve been raising our family ever since. From 2020 to 2026, I worked with Summit Capital before departing to relaunch Bison Wealth Management, LLC.
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Today, I focus on retirement planning, portfolio management, tax strategies, and insurance and estate planning. My goal is to deliver clear, objective, and actionable advice that empowers clients to make confident, well-informed financial decisions.
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I earned a Bachelor of Science in Finance and French from Canisius College. I am a CERTIFIED FINANCIAL PLANNER® professional and complete more than 30 hours of continuing education each year to stay current with industry developments.
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My wife and I reside in Lyndhurst, OH, and we have three grown children. We enjoy traveling, volunteering in the community, and embracing our lives as empty nesters. I serve on the Pastoral Council at St. Paschal Baylon and have previously coached a variety of youth sports, including baseball, rowing, and softball.
