Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Dan joined Merrill Lynch Wealth Management in 2012, bringing with him over two decades of experience on Wall Street. Dan has held senior-level positions in portfolio management and research, including the position of Senior North American Equity Strategist with State Street Corporation. He has written extensively on investment opportunities in global stock markets and his research has been cited in leading financial publications such as the Wall Street Journal, Barron’s, and the Financial Times.
At Merrill, Dan advises individuals and institutions on their financial affairs. Dan’s approach to wealth planning is consultative and holistic, and includes an analysis of both the asset and liability sides of clients’ balance sheets. Combining risk analysis and estate planning services, he implements a process designed to produce customized wealth management advice and goals-based investment strategies. Dan utilizes a wide range of proprietary model portfolio strategies. He is a qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers’ strategies, funds or portfolios. He also advise clients on investing in alternative investment strategies employed by hedge funds and other managers.*
Dan earned an M.B.A. from New York University’s Stern School of Business and is also a graduate of Boston University, where he received a B.S. in Business Administration. He is active in local organizations dedicated to preserving the natural heritage of the Shore. Dan also serves on the board of the church in Bay Head, New Jersey where he and his wife Hilary were married. They live in the nearby town of Manasquan with their son who recently started in kindergarten. Dan’s other passions include his weekly tennis game, travel, and a love of backgammon.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
English & French
New York University
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.