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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Daniel Walsh
Managing Director, Wealth Management Advisor
3075A Hansen Way
Palo Alto CA 94304
(650) 473.7905
(650) 473.7905
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile
I along with my team provide customized advice and wealth management for highly affluent families. We address concentrated stock issues while providing liquidity, hedging and risk reduction. This includes diversified portfolio development, alternative investments* and money manager selection.
Prior to joining Merrill Lynch Wealth Management, I served seven years as a U.S. Naval Aviator and two years as an institutional equities trader. I graduated from the University of California-Berkeley, with a B.A. degree in Architecture, and earned an M.B.A. from Stanford University. I hold a Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ (The Institute)**.
My wife Katrine and I have raised our kids Ryan and Erin in San Carlos, CA. They both graduated from Boston College and live in Boston and New York City respectively. As a family, we enjoy scuba diving, especially with magnificent tiger and great hammerhead sharks. Cal football and basketball, the Giants, and the Warriors are my teams. Live music is my favorite music and we consider Outside Lands a family tradition. My answer to the deserted island album question is London Calling by The Clash.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
**Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
Prior to joining Merrill Lynch Wealth Management, I served seven years as a U.S. Naval Aviator and two years as an institutional equities trader. I graduated from the University of California-Berkeley, with a B.A. degree in Architecture, and earned an M.B.A. from Stanford University. I hold a Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ (The Institute)**.
My wife Katrine and I have raised our kids Ryan and Erin in San Carlos, CA. They both graduated from Boston College and live in Boston and New York City respectively. As a family, we enjoy scuba diving, especially with magnificent tiger and great hammerhead sharks. Cal football and basketball, the Giants, and the Warriors are my teams. Live music is my favorite music and we consider Outside Lands a family tradition. My answer to the deserted island album question is London Calling by The Clash.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
**Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
Recognition
Financial Times "FT400", 2017-2020
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Me
Philosophy
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
About Merrill
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.
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Daniel Walsh is registered to do business in AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OR, PA, SC, TN, TX, VA, WA.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.