Dahn Lincoln

First Vice President, Wealth Management Advisor
NMLS #1660468
50 W San Fernando St
Floor 16
San Jose CA 95113
(408) 283.3133
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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

Dahn is a graduate of University of California, Los Angeles (UCLA) where he earned a bachelor's degree in Business Economics. He started his career in Financial Services in Los Angeles' Century City district in 2016. Prior to joining Merrill Lynch Wealth Management, Dahn spent many years studying abroad in both China and Japan and is fluent in Mandarin Chinese and Japanese.

Dahn strives everyday to learn what clients value, prioritize and need. Dahn helps individuals and families develop plans and strategies through a transparent Goals-Based Wealth Management process that puts his clients at the center. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Dahn aims to provide a world class service thats built on trust and is constantly searching for the latest and best strategies to provide more value to clients.

Dahn currently works out of the downtown San Jose office in Silicon Valley in Northern California.

About Me
Welcome

As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.

Meet Our Professional Staff
Hedeliza R. Cunanan
Assistant Vice President, Wealth Management Associate
408.283.3070
Luis Fernando Figueroa Ojeda,

CRPC™

Assistant Vice President, Registered Wealth Management Client Associate
408.283.3048
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.
Shanan Resop
Wealth Management Lending Officer
NMLS #633098
Bank of America, N.A.
Rudy Perez
Wealth Management Banking Specialist
Merrill
David Rubalcava
Wealth Strategies Advisor
Bank of America, N.A.
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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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Dahn Lincoln is registered to do business in AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MI, MO, MS, NC, ND, NJ, NM, NV, NY, OH, OK, OR, TX, UT, VA, VT, WA, WI, WV, WY.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.