Elan Danon, CFA® is a Vice President and Financial Advisor with Merrill Lynch Wealth Management . He draws upon 20+ years experience as an equity research analyst and portfolio manager at several different hedge funds.
Elan addresses sophisticated financial needs such as concentrated stock positions and custom lending for executives and businesses.
He offers active portfolio management and cash management. He provides access to personal banking, mortgages, and commercial banking through Bank of America.
Elan is a graduate of Indiana University with a B.S. in Finance.
*Elan Danon NMLS ID 2364564
*CFA® and Chartered Financial Analyst® are registered trademarks by CFA® Institute.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
