Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Daniel Esslinger is an International Wealth Advisor with over 25 years of experience in the financial Industry, and has joined Merrill Lynch in 2013 from Barclays Wealth. Prior to joining Merrill Lynch, 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 Lynch provides, all based upon the clients risk tolerance, time horizon, 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
We along with your tax professional can help you understand how it might affect your investment strategy
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.