Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Utilizing a goals-based approach in working with his affluent clientele, Dan dedicates significant time to understanding factors that contribute to each client’s objectives, concerns and emotions. With a family of his own, Dan understands the importance of your desire to provide a secure future for your loved ones. He is committed to helping you achieve your financial goals and preserve your legacy for the generations to come.
Dan holds the Certified Private Wealth Advisor® (CPWA®) designation administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The University of Chicago Booth School of Business. He also holds the Accredited Wealth Management Advisor (AWMA®) designation awarded by The College for Financial Planning.
Dan is a firm believer in paying close attention to both sides of a client’s balance sheet, which is why he offers access to Bank of America N.A.’s wide array of cash management, credit and other lending solutions designed to fit into overall investment strategies.
Dan joined Merrill Lynch Wealth Management in 2011. He earned a BS in Finance from Babes-Bolyai University in Cluj-Napoca, Romania and an MBA from Florida International University in Miami, FL. Having grown up in Europe, Dan brings perspective to an increasingly global market. He holds the Series 7 and 66 FINRA registrations as well as insurance licenses for life, health, annuities, and long term care.
Dan and his wife Alexandra live in Naples with their two sons, Lucas and Marc.
English & Romanian
Florida International University
Babes Bolyai University Romania
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.
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.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.