Daniel is a Financial Advisor & Senior Portfolio Advisor as well as a General Securities Principal. Daniel and his team work with successful & high net worth individuals & families providing financial management & strategies customized to their individual needs, including cash flow analysis, asset allocation analysis and net worth statements. In addition, he often advises clients on strategies that address retirement planning, investment allocation & management, insurance and estate planning services.
The open-architecture investment model at Merrill as well as the banking & lending, estate, trust, and insurance capabilities enable Daniel to truly be the ultimate financial resource for his clients. Taking a planning-first approach allows his clients to see their financial strategy in the context of their goals & aspirations. As a Senior Portfolio Advisor he can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Originally from Connecticut, Daniel is an alumnus of Gettysburg College and holds a Bachelor of Arts in Economics from Gettysburg where he was Captain of the NCAA Wrestling team. Daniel also completed a Financial Markets Certificate at Yale University.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
