Danny and his team of investment industry professionals combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to corporate executives and their families. With 20 years in the financial services industry, Danny joined Merrill in 2009. He has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and non-qualified deferred compensation plans. Danny can help corporate executives integrate their corporate benefits into a long-term financial strategy.
With a degree in Technology from Bowling Green State University, Danny concentrates on developing financial strategies for high net worth individuals and business owners. Danny is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Danny and his wife Holly have four sons, three daughters and live in Fayetteville, Georgia. They volunteer for several charities including Mercy Flight and Angel Flight.
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.