Daniel Cutter
,
Senior Vice President, Senior Financial Advisor
555 California St
San Francisco, CA 94104
415.676.2535
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives. I believe there are few gifts as meaningful as that of a parent or guardian providing for the financial security of their loved one. And while I can help any investor pursue their unique financial goals, my primary focus is on working with families of loved ones with special needs or disabilities regardless of their age or ability.

This passion and commitment to serve others drove me to help develop the [Special Needs Team](//fa.ml.com/snt) at Merrill. The Special Needs Team is a deeply experienced group of financial advisors and client associates.  We are dedicated to helping improve the long-term well-being of individuals who are unable to care for themselves by offering financial advice and guidance.  Located in multiple offices throughout California, we work closely with private professional fiduciaries and family members to provide budgeting, wealth planning and investment management designed to assist those who are integral to the care of society's most vulnerable: people with disabilities, elderly individuals with dementia, accident victims and other special needs populations.

Our work is more than a profession - its a passion.  For decades we have focused on providing financial strategies to specifically address the challenges and issues for society's most vulnerable individuals.  We believe our strength in this area is demonstrated in the following ways:

  • The intellectual capital we contribute through industry articles and presentations
  • Our support for the Professional Fiduciary Association of California, the National Guardianship Association, Academy of Special Needs Planners and the Special Needs Alliance
  • Our depth of experience in addressing complex needs
Recognition
David Brady Award, 2017
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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Eriona Dhimitri,

CTFA

Assistant Vice President, Wealth Planner
209.578.2633
Julia Ridgway,

CRPC™

Relationship Manager
209.578.2674
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Maggie Kabajouzian
Wealth Management Banking Specialist
Merrill
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Daniel M Cutter is registered to do business in AZ, CA, CO, FL, GA, HI, IA, IL, LA, MA, MI, MO, NJ, NM, NV, NY, OK, OR, PA, TX, UT, WA.