Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Dan joined Merrill Lynch’s Global Wealth Management division 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 Lynch, 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 Lynch 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 investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
New York University
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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.
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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.