Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.
Daniel Matsunaga is a Financial Advisor with Merrill in Towson, Maryland. With nearly a decade of experience in business and finance, he helps build and enhance meaningful relationships with high-net-worth families, business owners, and professionals.
Drawing on his background, Daniel has developed a thoughtful understanding of the issues that can impact the financial lives of women. He has built an awareness around finding ways to help them preserve their treasured and hard-earned achievements and supports them as they position themselves to conquer new opportunities in life. Daniel welcomes the opportunity to heighten simplicity and offers strategic perspective to help with each of their distinctive needs.
Harnessing his own personal experiences as an entrepreneur, Daniel helps business owners meet their business and personal needs by taking an integrated view of all of their resources. Together, they look to uncover possible efficiencies in investment management, cash flow planning, tax minimization strategies, and banking and lending solutions.
Recognizing that many clients do not have the time, inclination, or specialization that their finances may require, Daniel is passionate about understanding their multifaceted financial priorities and addressing the entirety of their financial lives. Long before he formulates any specific strategies, he spends considerable time asking questions to help uncover and address potential gaps in their wealth management approaches.
Born and raised in the Dominican Republic of Japanese descent, Daniel began his financial services career in 2010 with Banco Lopez de Haro in Santo Domingo. In 2011, he embraced his entrepreneurial spirit and opened a gourmet catering business, which he later expanded to a brick and mortar restaurant. After closing his establishment in 2014, Daniel returned to the financial services industry as a Corporate Banking Auxiliary Manager for Banco de Ahorro y Crédito Gruficorp in Santo Domingo. He emigrated to the United States in 2016 and joined PNC Bank, where he assumed several roles, including Branch Sales and Service Associate and Mortgage Loan Officer before joining Merrill in 2019.
Daniel earned his Bachelor’s degree in Business Administration with a minor in Finance, and his Master’s degree in Integrated Marketing Communications from Universidad Iberoamericana in Santo Domingo, Dominican Republic. He holds FINRA Series 7 and 66 registrations. Fluent in English and Spanish, he is currently studying Japanese and French.
Daniel and his wife, Claire, reside in Baltimore, where he enjoys volunteering with several local organizations. His hobbies revolve around classical music, piano, music theory, tennis, cycling, golf, boating, and gastronomy, including ethnic and haute cuisine.
English & Spanish
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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.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.