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 is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
Dan is a firm believer in paying close attention to both sides of a client’s balance sheet and offers clients access to the banking convenience of Bank of America N.A., for a wide array of cash management, credit and other lending solutions to complement clients’ overall investment strategies.
Dan joined Merrill Lynch 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. Dan 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
Learn more about the highly engaging podcast series from Merrill Lynch
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.