Daniel is an Assistant Vice President, Financial Advisor, and Senior Portfolio Advisor with Merrill Lynch Wealth Management. Prior to joining Merrill, Daniel spent 2 years at Vanguard where he learned the importance of putting his clients first before all else. He then spent 4 years with UBS Financial Services as a financial advisor, helping many hundreds of affluent and emerging affluent families with their financial planning and wealth management needs. He moved to Charlotte 6 years ago from Pittsburgh, PA.
He entered this business with 1 goal in mind: to help and serve people. With that, his main priority is a relentless dedication to his clients and helping them achieve their financial goals. He takes a goals and planning based approach to assist you in building out your entire financial picture to align with your goals, objectives, values and lifestyle. He holds dearly to his duty of care for his clients, giving you the confidence he always has your best interest in mind. He pairs this with experience in relationship management, holistic wealth management planning, portfolio construction, and risk management to help you navigate different market environments and life events. All backed by the breadth of specialists and resources provided by Merrill and Bank of America.
Daniel holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Board of Standards, Inc. He has an extensive understanding of how each piece of a financial picture fits into the puzzle. He pairs this with the vast resources that Merrill has to offer to help make the complex simple for his clients.
Daniel lives on the west side of Charlotte with his wife, Kendall, and their 2 children, James and Eloise. In his free time, he enjoys spending time with family and friends, exploring Charlotte’s food and drink scene, playing golf, and taking weekend getaways. He is an avid sports fan, closely following the PGA Tour and his hometown Steelers.
\*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
