The Fries Wealth Management Group works to offer our clients, who are individuals and businesses, world class investment products and strategies to help meet their personal and financial goals through performance with the least amount of risk while being tax efficient to provide them with an income stream during retirement or to pass to future generations.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Daniel A Fries
On Wall Street "Top 40 Advisors Under 40" 2015, 2014, 2013 Published annually in Jan. - Dec. Rankings based on data as of Sept 30 - Dec 31 of prior year.
Barron's "America's Top 1,000 Financial Advisors: State-by-State" 2012 Published on February 20, 2012. Rankings based on data as of September 30, 2011.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2014 Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "America's Top Wealth Advisors" 2022, 2021, 2020, 2019, 2018, 2017 Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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Dan is proud of the relationships he’s built with clients and equally proud of the team he’s built to serve them. For Dan, meeting the goals that clients and colleagues have for fulfilling lives and careers is important. His 20-plus year career at Merrill reflects his dedication and achievements.
Dan has been named to:
• Forbes “America’s Top Wealth Advisors” in 2018, 2019, 2020, 2021. (*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year) • Forbes “Best-in-State Wealth Advisors” in 2018, 2019, 2020, 2021. (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year) • Barron’s “Top 1,200 Financial Advisors” in 2013, 2014, 2016, 2017, 2018, 2019, 2020, 2021. (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year) • On Wall Street’s “Top 40 Under 40” in 2013, 2014, 2015. (*Source: On Wall Street “Top 40 Advisors Under 40” list, published annually Jan - Mar. Rankings based on data as of Sept 30 - Dec 31 of prior year)
“Our clients come from different levels of knowledge and wealth but all deserve meaningful, real-world results. We do so much behind the scenes for clients – uncovering areas of their financial picture that may have been ignored previously, identifying ways to use debt wisely, or just finding errors on key documents,” Dan points out.
Ever since he formed his group, Dan’s goal has been to offer the acumen and attention of a family office. Supported by the insights and perspectives of specialists, he and his team are comprehensive in focus and consultative on a vast array of issues. Dan’s early experience in banking inspires him to provide clients with thoughtfully constructed strategies, with an eye toward simplifying their delivery.
A lifetime learner with multiple industry credentials, Dan finds that his rigorous and ongoing training allows him to bring clients an extra level of knowledge and best practices. He holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, the Chartered Retirement Planning Counselor℠ designation through the College for Financial Planning Institutes Corp., and the Certified Plan Fiduciary Advisor® (CPFA®) designation, awarded by the National Association of Plan Advisors (NAPA).
“I strongly believe clients appreciate our team’s stability and continuity,” Dan says. “I’ve had the good fortunate to hire smart, hardworking people and watch them grow. By giving them space to find their passions and strengths, they’ve expanded their horizons and accepted key roles. We now have a deep bench of professionals who enjoy what they do for clients and themselves.”
Dan earned a Bachelor’s degree in Business from Elmhurst College as a full-time student who worked full-time in banking. Along with his wife and two children – and members of his team – Dan actively serves worthy causes in the Chicagoland community including Special Olympics, Cradles for Crayons, Greater Food Depository, Big Brothers Big Sisters, Make-A-Wish, and the Susan G. Komen Foundation.
*Source: The Forbes “America’s Top Wealth Advisors” list, published on August 24, 2021. Rankings based on data as of Mar 31, 2021.
Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published on February 11, 2021. Rankings based on data as of June 30, 2020.
Data provided by SHOOK™ Research, LLC. The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 12, 2021. Rankings based on data as of September 30, 2020.
The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: On Wall Street “Top 40 Advisors Under 40” list, published on February 11, 2015. Rankings based on data as of Sept 30, 2014.
On Wall Street is a national publication serving the retail brokers and financial services industry On Wall Street published “Top 40 Advisors Under 40” list, compiled using data solicited from the advisors’ employers. Individual trailing 12-month production for each advisor was the primary ranking criteria. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.
Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
Capabilities
Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:
Health: Managing healthcare expenses, now and in the future
Home: Upsizing, downsizing, remodeling or buying a vacation home
Family: Taking care of your family and other people in your life
Leisure: Spending your free time in meaningful ways
Giving: Volunteering, mentoring others and giving to charities
Work: Working in retirement, selling or starting a business
Finance: Bringing it all together and defining your financial goals
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Philosophy
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.
Approach
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
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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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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. Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
No question too big or moment too small For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor® Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
A comprehensive approach, built around your life’s priorities.
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.
Adjusting your investment approach as your life and the markets change.
We will work to help you stay on track, regardless of what the markets are doing.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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