Daniel Rogowski

Daniel Rogowski is a Senior Vice President, Financial Advisor 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 specialists. The practice combines disciplined portfolio management with sophisticated tax‑aware strategies, alternative investments, retirement and estate planning services, and philanthropic guidance.
Daniel began his career as a Financial Advisor at Merrill, then spent a decade as Chief Investment Officer of an independent advisory firm affiliated with a CPA practice. There 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.
A firm believer in intentional wealth planning, Daniel tailors every engagement to a client’s unique objectives, integrating investment management, tax-sensitive strategies, retirement planning, alternative assets, trust and estate services, and charitable giving.
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.
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.}