At Danas | Sullivan & Associates, we understand that you want to take control of your financial future. To do that, you need a clear, tailored plan. For over 30 years, we’ve been helping individuals and families achieve greater confidence, more time, and lasting financial security through customized wealth management strategies. Our approach simplifies complex financial decisions, empowering you to focus on what truly matters while we help guide you toward your goals.
We believe the best financial strategy is one that helps you achieve your goals and gives you financial confidence. That's why we start by focusing on your aspirations and encouraging open dialogue about what matters most to you. Whether you're concerned about managing future healthcare expenses, preparing for college costs, navigating a business sale, purchasing a home, or planning for the transfer of wealth to future generations, we're here to listen and help. With the powerful investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, we work with you to create personalized strategies that address your unique priorities and financial needs.
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.
