Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach 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 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.