Daniel Rogowski

Daniel Rogowski is a Senior Vice President, Senior Financial Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. He and his team deliver family office style advice by coordinating every facet of a client’s balance sheet with their CPAs, attorneys, and other trusted specialists.
The practice combines disciplined portfolio management with sophisticated tax aware planning, alternative investments when appropriate, retirement and estate planning services, and philanthropic guidance.
Daniel began his career as a Financial Advisor at Merrill, then spent over a decade as Chief Investment Officer of an independent registered investment advisory arm of a CPA firm, where tax planning and investment management were delivered side by side. In that role he refined his expertise in long term portfolio design, public and private market investing, dynamic asset allocation modeling, and complex tax sensitive strategies for entrepreneurs and multigenerational families.
Raised in the Texas Hill Country and an Eagle Scout, Daniel earned a bachelor’s degree from Harvard University and an MBA in Finance from Rice University. He also completed two years of graduate study in data science and machine learning at UC Berkeley.
Daniel and his wife, Sierra, split their time between Jupiter, Florida, and Dallas, Texas, with their daughter Sloane and son Rhett. Outside the office he enjoys fly fishing, golfing, and spending time outdoors with his family.

_{*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.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis [his/her] own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.}