Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
A PERSONALIZED APPROACH
Many advisors believe the client/advisor relationship is based on investment performance.
We believe our performance is based on our relationship.
Getting to know your values is our primary goal. Our process details your investment objectives, time horizon and tolerance for risk. These factors determine your investment management strategies and ultimately – investment performance.
WE FOCUS ON A SELECT GROUP OF CLIENTS
We advise Merrill Lynch clients with more than $1 million in corporate, family and individual assets held with Merrill Lynch.
Our focus on those with substantial wealth gives us the opportunity to efficiently serve those with similar goals:
Financial and investment strategies
Wealth transfer and preservation
Business finance services
Managing job transition
Credit and lending (available through Bank of America, N.A)
Concentrated stock positions
Estate planning services
Company stock options
|DANIEL J. WOODS
FIRST VICE PRESIDENT
WEALTH MANAGEMENT ADVISOR
Dan began his carreer providing financial and wealth management advice and services in Reno, NV in 1988. Dan joined Merrill Lynch in 2005 as a senior financial advisor and he is currently a Wealth Management Advisor. His focus is on financial & investment based strategies and estate & wealth transfer issues.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Canyon High School
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer NMLS # 1516670
We offer you access to the investing insights of Merrill Lynch and the banking convenience of 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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.