Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Watch experts answer key questions to help you prepare for rising costs and game-changing innovations in our healthcare system.
Daniel Esslinger is an International Wealth Advisor with over 25 years of experience in the financial Industry, and has joined Merrill Lynch Wealth Management in 2013 from Barclays Wealth. Prior to joining Merrill, Daniel has served in various managerial roles leading successful teams in advising Latin American families throughout his career. At Barclays Wealth he was the Managing Director Head of Latin American Relationship Management and Distribution in the Americas and prior to that he held other senior positions as Managing Director at Itau Private Bank and UBS AG in various jurisdictions throughout Latin America.
Daniel uses his knowledge and acquired skills to help high-net-worth Families pursue their financial, philanthropic and succession goals and objectives. His focus is to create customized investment strategies using the vast resources and solutions Merrill provides, all based upon the clients risk tolerance, time horizon, cost considerations, liquidity needs and overall investment goals. Partnering with our internal specialists, Daniel also supports clients with their Wealth-Structuring/Planning needs.
Daniel resides in Pinecrest, Florida with his wife Claudia, and their four children. Daniel has a Bachelor’s degree in Business Administration from the University of Applied Sciences in Zurich, Switzerland with a major in financial math. He is fluent in English, Portuguese, Spanish, German and French.
English, French, German, Portuguese & Spanish
University of Applied Sciences
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Securities Based Lending Specialist
Bank of America, N.A.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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