Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Danelis focuses on understanding her clients’ unique situation, concerns, and life goals to develop sophisticated, actionable wealth management strategies for successful individuals and their families. Her ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives.
She is committed to building strong, collaborative client relationships and fostering mutual trust by making herself accessible and promoting transparency. Through personalized advice, she guides her clients through their most important life decisions, such as planning for and funding their children’s educations and helping to ensure financial security throughout retirement. Danelis engages her clients in the tracking of their progress and makes adjustments for evolving personal and financial situations, with the purpose of allowing her clients ease of mind and time to focus on their passions.
Danelis is a graduate of Mills College, where she received a dual B.S. in Economics and International Relations, with a minor degree in French. She continued onto a 4+1 program at the Lorry. I Lokey School of Business and Public Policy, where she received her MBA, with a concentration in Finance, in one year.
Danelis lives in San Francisco and enjoys salsa dancing, reading, and spending time with her family, as well as leading events for the Latinas in Finance organization and volunteering in her community.
Spanish & French
Lorry I Lokey School of Business and Public Policy
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer NMLS # 693456
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.