The Schwimmer Halperin Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The Schwimmer Halperin Group

Global Wealth Management

MERRILL LYNCH BUILDING
120 E. PALMETTO PARK RD.
BOCA RATON, FL 33432

Phone: 561 3934504
Email:

Directions to Branch

PROFESSIONAL STAFF

(561)3934588 Vice President
(561) 3934504 Assistant Vice President
(561) 3934539 Registered Client Associate
(561) 4164660 Registered Client Associate

PROFESSIONAL PROFILE

Dan brings close to 20 years of experience to our group, providing financial guidance and wealth management guidance and services. A graduate of Florida State University, Dan joined Merrill Lynch in 1989, coming from Thomson McKinnon. He leads the Schwimmer-Halperin group as a Vice President and Wealth Management Advisor at Merrill Lynch and a CFM. He has extensive involvement in a number of local, national and multi-national philanthropic organizations. Dan is also a PIA Program Portfolio Manager.

A graduate of Cornell University, Mike joined Merrill Lynch in 2001 upon completion of his degree in Economics and Finance. Mike is a CFM and holds an MBA in International Business and Finance. He is also an Assistant Vice President and International Financial Advisor, licensed to do business outside of the United States. His primary areas of practice are wealth management services, personal banking in multi-currencies and geographical locations along with overseeing the logistics of all finance transactions. Mike is also a PIA Program Portfolio Manager.

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Client Commitment

Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

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As a Merrill Lynch Financial Advisor, I bring the most powerful elements available to help clients achieve the life they envision. Learn more about why Merrill Lynch is right for you…
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Daniel S. Schwimmer is registered to do business in: AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA, WI

Michael Halperin is registered to do business in: AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA, WI

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