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Merrill Lynch
Wealth Management
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Profile
The Sandlin/Crowley Group
The Sandlin/Crowley 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 financial 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.
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.
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EDUCATION
University of Colorado Boulder
Create a plan that is all about you.
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.
Professional Staff
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.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jesus Blas
Wealth Management Banking Specialist
Merrill
Casey L Glisson
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1077099
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
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Why Merrill?
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.
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