I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Daniel Evans
Financial Advisor
25 Burlington Mall Road
Burlington MA 01803
(781) 229.7431
(781) 229.7431
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile
I am a Financial Advisor and Senior Portfolio Advisor with Merrill Wealth Management. I collaborate with individuals to help ease their financial stress and save them time. I am enthusiastic about making an impact in my community, as well as in my client's lives.
Insights
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 Evans is registered to do business in CT, DE, FL, GA, MA, ME, NH, NJ, NY, RI, TX, VT.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.