Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 Lynch 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
Our experts examine the forces that are changing the world – and how they may impact your life
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, 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.