Daniel Esslinger

Senior Vice President, International Wealth Advisor

701 Brickell Avenue
Miami, FL 33131
305.530.3624
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Understanding my client's life priorities and goals is an important pillar of how I work with clients I serve. It's what matters most to my clients that ultimately give me the opportunity to show how we can tailor the financial portfolio around that and find potential solutions to fit to those priorities and achieve the set goals.
Profile

Daniel Esslinger is an International Wealth Advisor with over 25 years of experience in the financial Industry, and has joined Merrill Lynch Wealth Management in 2013 from Barclays Wealth. Prior to joining Merrill, Daniel has served in various managerial roles leading successful teams in advising Latin American families throughout his career. At Barclays Wealth he was the Managing Director Head of Latin American Relationship Management and Distribution in the Americas and prior to that he held other senior positions as Managing Director at Itau Private Bank and UBS AG in various jurisdictions throughout Latin America.

Daniel uses his knowledge and acquired skills to help high-net-worth Families pursue their financial, philanthropic and succession goals and objectives. His focus is to create customized strategies using the vast resources and solutions Merrill provides, all based upon the clients risk tolerance, time horizon, cost considerations, liquidity needs and overall investment goals. Partnering with our internal specialists, Daniel also supports clients with their Wealth-Structuring/Planning needs.

Daniel resides in Florida and has a Bachelor’s degree in Business Administration from the University of Applied Sciences in Zurich, Switzerland with a major in financial math. He is fluent in English, Portuguese, Spanish, German and French.

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.

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.
Fernando Cano
Securities Based Lending Specialist
Bank of America, N.A.
Nicholas Karpinski
Investment Solutions Group Portfolio Strategist
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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Daniel Esslinger is registered to do business in CA, DE, FL, GA, MA, NY, SD.