Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our team shares over 50 years of combined financial services industry experience. Through this experience we have the perspective to guide clients through all types of financial market conditions that only our decades of experience can bring.
As a trusted advisor, I partner with individuals and families to understand their values, prioritize their life goals, and align their investments to help achieve their financial goals with a disciplined investment process.
What this means to our clients is that our proficiency saves them a lot of time. We believe it helps remove uncertainty, provides reassurance and it delivers confidence to their balance sheet.
We are also a financial advocates for our clients as we work together through life transitions like retirements, preparing for retirement, job changes, and loss of a loved one. We help our clients invest for a lifetime.
Daniel has obtained the Certified Investment Management Analyst® certification. The CIMA® certification is awarded by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the Wharton School of Business.
Daniel has also been granted the Accredited Asset Management Specialist℠ designation from the College for Financial Planning. He is focused on identifying opportunities and employing strategies not only in investments, but also in the areas of retirement planning, estate planning services and tax planning services.
Daniel has also earned the Certified Divorce Financial Analyst® (CDFA®) designation. The CDFA® designation is awarded by The Institute of Divorce Financial Analysts™. He focuses on lifestyle transitions and potential settlements related to property division in analyzing pensions, retirement plans and other marital assets.
Daniel is a graduate of the Leadership Allen Fairview Class 30. Daniel and his wife, Mindy, live in Allen with their two children, Paxton and Brayson. In his spare time, he enjoys running, hiking and other outdoor activities.
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.