The Sandlin/Crowley Group
The Sandlin/Crowley Group has a singular, straightforward mission: to provide tailored, goals based wealth management guidance to our clients. We work with select individuals, families and professional organizations to manage their hard-earned wealth using carefully constructed, thoughtful financial strategies.
We are a team of experienced professionals who are committed to building enduring relationships, not simply gathering clients. Our approach is patient and personal, our experience is deep, and our focus on our clients’ long-term goals is unwavering. We look to the markets to present opportunities and strive to identify sustainable investment trends. We take a long term approach and look to invest in companies that we can benefit from over multi-year periods.
So much of your future relies on our ability to understand you and the things that are important in your life. That is why our first priority is to spend time listening to you and learning about your goals and aspirations. We will work to create an essential resource for you that facilitates ongoing dialog so that we can use our firm's global expertise and experience to develop personalized strategies for your individual needs and goals. From sharing our ideas and experience to anticipating your changing needs, we are dedicated to helping you reach your goals.
DANIEL T. SANDLIN, CFP®
Senior Vice President
Wealth Management Advisor
Dan believes that “success is not determined by statistical measures of performance, but rather, by our clients’ ability to achieve their goals.” For more than fifteen years, he has provided financial guidance and served the needs of prosperous families in the metropolitan Chicago area and beyond.
Dan applies seven distinct wealth management disciplines in his process that help preserve and grow clients’ wealth, consistent with their goals and objectives. He and his team take time to personally discuss each client’s specific situation and offer advice based on their familiarity and understanding of their client’s individual situation. Their relationships are distinguished by openness and clarity of goals. His team processes, service commitment, and client satisfaction has differentiated the team from their peers by instilling confidence in, building trust with, and demonstrating integrity to their clients
Prior to joining Merrill in 2012, Dan had been a financial advisor with Smith Barney since 2000. He graduated from University of Colorado at Boulder, with a B.S. degree in Finance, as well as attended Semester at Sea, a ship-board program for global study abroad, sponsored by the University of Virginia.
In his free time, he enjoys golfing and spending time in Lake Geneva, Wisconsin. He currently resides in Chicago and is an active member at the Union League Club.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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.