Daniel is a Financial Advisor with Merrill Lynch Wealth Management in Houston. His goal is to help clients create effective financial approaches that are customized to cater to their personal goals and needs. Daniel works dauntlessly to make sure clients are well-educated and set up with a road map outlining how they can pursue their life goals.
Daniel joined Merrill in 2019. Daniel holds a Bachelor’s degree from the University of Houston in Marketing and Management with a minor in Sales. He resides in Houston, but is originally from Seabrook, Texas, where he spent his childhood. Daniel grew up in the financial services industry with his grandparents, father, and his older brother also involved in the sector. He enjoys sailing, staying active in sports, and trying new things.
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.