Daniel Lacey
Daniel is a financial advisor and CERTIFIED FINANCIAL PLANNER® professional, who empowers individuals to make confident, informed decisions about their money. He believes financial guidance should be clear, accessible, and personalized to your circumstances, goals, and values.
Daniel entered the financial services industry in 2021 and became fully licensed in 2022. With a degree from Towson University, Daniel blends technical understanding with an approachable, empathetic communication style.
His passion for financial education is personal: having witnessed the long‑term consequences of poor financial decisions and seeing these hold people back from what they value most, Daniel is on a mission to help people align their money with their life. He strives to ensure that people can use the wealth they work hard to build to create the life they truly want. For many, it’s some combination of freedom, security, opportunity, adventure, or peace of mind. There’s no right answer, only yours.
Daniel lives in the Canton neighborhood of Baltimore City with his fiancée, Phoebe, and their rescue dog, Guinness, who they adopted from BARCS, a shelter close to their hearts. Outside of work, he enjoys staying active, exploring Baltimore’s communities, and supporting local organizations.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
