Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
Babes Bolyai University Romania
Florida International University
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.