Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
THE SANDLIN GROUP
The Sandlin Group has a singular, straightforward mission: to provide tailored, goals based wealth management guidance to our clients. We work with select individuals, families and professional organizations to manage their hard-earned wealth using carefully constructed, thoughtful investment strategies.
We are a team of experienced professionals who are committed to building enduring relationships, not simply gathering clients. Our approach is patient and personal, our experience is deep, and our focus on our clients’ long-term goals is unwavering. We look to the markets to present opportunities and strive to identify sustainable investment trends. We take a long term approach and look to invest in companies that we can benefit from over multi-year periods.
So much of your future relies on our ability to understand you and the things that are important in your life. That is why our first priority is to spend time listening to you and learning about your goals and aspirations. We will work to create an essential resource for you that facilitates ongoing dialog so that we can use our firm's global expertise and experience to develop personalized strategies for your individual needs and goals. From sharing our ideas and experience to anticipating your changing needs, we are dedicated to helping you reach your goals.
DANIEL T. SANDLIN, CFP®
Senior Vice President
Wealth Management Advisor
Dan believes that “success is not determined by statistical measures of performance, but rather, by our clients’ ability to achieve their goals.” For more than fifteen years, he has provided financial guidance and served the needs of prosperous families in the metropolitan Chicago area and beyond.
Dan applies seven distinct wealth management disciplines in his process that help preserve and grow clients’ wealth, consistent with their goals and objectives. He and his team take time to personally discuss each client’s specific situation and offer advice based on their familiarity and understanding of their client’s individual situation. Their relationships are distinguished by openness and clarity of goals. His team processes, service commitment, and client satisfaction has differentiated the team from their peers by instilling confidence in, building trust with, and demonstrating integrity to their clients
Prior to joining Merrill in 2012, Dan had been a financial advisor with Smith Barney since 2000. He graduated from University of Colorado at Boulder, with a B.S. degree in Finance, as well as attended Semester at Sea, a ship-board program for global study abroad, sponsored by the University of Virginia.
Holding a strong belief in giving back, Dan serves on the board for The Metropolitan Family Services, contributing services needed to strengthen families and communities in the Chicagoland area. In his free time, he enjoys golfing and spending time in Lake Geneva, Wisconsin. He currently resides in Chicago and is an active member at the Union League Club.
University of Colorado Boulder
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 periodically 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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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 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.
We will work to help you stay on track, regardless of what the markets are doing.