Dan Finley
,
Managing Director, Senior Financial Advisor
9921 Dupont Circle Dr W
Fort Wayne, IN 46825
260.427.6523
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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

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Recognition
Barron's "America's Top 1200 Financial Advisors State-by-State", 2017-2022
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Times "400 Top Financial Advisers", 2017
(Published on March 30, 2017. Rankings based on data as of June 30, 2016.)
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Meet Our Professional Staff
Jane Ellen Carter
Registered Senior Wealth Management Client Associate
260.427.6552
Jordan Hillary Van Der Weele
Registered Wealth Management Client Associate
260.427.6537
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 Finley is registered to do business in AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, UT, VA, WA.