Dan Suciu

First Vice President, Wealth Management Advisor
9128 Strada Place
Suite 301
Naples FL 34108
(239) 649.2951
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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

Dan is dedicated to empowering individuals and businesses to optimize their financial potential.
With success comes a need for personalized wealth management planning and estate planning services. Whether you’re seeking capital markets experience, mergers and acquisitions guidance or strategic advisory services, his team focuses on crafting innovative strategies that align with your investment objectives.

Dan holds the Certified Private Wealth Advisor® (CPWA®) designation administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The University of Chicago Booth School of Business. He also holds the Accredited Wealth Management Advisor™, AWMA™ designation awarded by The College for Financial Planning Institutes Corp.
 
Dan is a firm believer in paying close attention to both sides of a client's balance sheet, which is why he offers access to Bank of America N.A.'s comprehensive banking capabilities.
 
Dan joined Merrill Lynch Wealth Management in 2011. He earned a BS in Finance from Babes-Bolyai University in Cluj-Napoca, Romania and an MBA from Florida International University in Miami, FL.
Having grown up in Europe, he brings perspective to an increasingly global market.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
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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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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Dan Suciu is registered to do business in AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, PA, RI, SC, SD, TN, TX, VA, WI.
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.