Dave Murdock — Senior Wealth Advisor · Focus Partners

Dave Murdock — Senior Wealth Advisor · Focus Partners · Dallas-Fort Worth Metroplex.

Direct contact

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About

A knowledgeable and effective Financial Counselor with extensive experience across investment management, financial planning, tax/accounting, banking, insurance, estate and wealth transfer planning, and charitable gifting techniques.

My critical competencies include:

1. Results oriented--focused on delivering superior long-term investment results through the building of customized investment programs. 2. Professionalism--always providing a high degree of integrity, energy, strong work ethic and creative problem solving skills to achieving a family's financial success. 3. Communication skills--the ability to effectively work with and advise sophisticated private clients and investment committees through written and verbal consultative communications. 4. Analytical depth--problem solving skills combined with a strong understanding of key investment techniques, asset classes, macro economic environment, and portfolio construction issues. 5. Accountability--effective leader responsible for setting culture and the developing a highly collaborative team that exceeds expectations.

Experience

Senior Wealth AdvisorCurrent
Focus Partners · Menlo Park, California, United States
Jul 2025 – Present
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Bordeaux Wealth Advisors merged with Focus Partners Wealth in July 2025. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.