Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Dan is a Financial Advisor in the Whitefish, Montana Merrill Lynch office. Dan began his financial services career in 1986 and joined Merrill Lynch in 1997. As a Financial Advisor, Dan focuses on total wealth management and provides solutions for multidimensional personal and business finances. Dan has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals, and review the progress we are making together toward reaching those goals and objectives.
With Dan, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Dan meets regularly with clients to help ensure their financial lives are consistent with their personal circumstances.
Once your wealth management plan has been implemented, Dan will periodically review your plan's progress with you to help ensure that its strategy remains aligned with your overall financial needs. By having a plan and a process in place you will be less effected by extraneous event driven decisions. Dan embraces the concept of Total Merrill in my ability to deliver an unmatched breadth of both proprietary and non-proprietary products and services to clients. Dan has access to a wide range of Merrill Lynch specialists whose experience can be drawn upon to customize a strategy that meets your unique financial objectives.
Fergus County High School
University of Montana System
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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 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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.