Daniel is an Assistant Vice President, Financial Advisor, and Senior Portfolio Advisor with Merrill Lynch Wealth Management. Prior to joining Merrill, Daniel spent 2 years at Vanguard where he learned the importance of putting his clients first before all else. He then spent 4 years with UBS Financial Services as a financial advisor, helping many hundreds of affluent and emerging affluent families with their financial planning and wealth management needs. He moved to Charlotte 7 years ago from Pittsburgh, PA.
The two primary ways I assist my clients are through goal-based wealth management planning & equity plan review. Other areas of concentration include, but are not limited to, portfolio construction and management, cash and liability management, and risk management to help you navigate different market environments and life events. All backed by the breadth of specialists and resources provided by Merrill and the banking convenience of Bank of America.
I entered this business with 1 primary goal and passion in mind: to help and serve others. With that, my main priority is a relentless dedication to you and helping you achieve your financial goals. I take a goals and planning based approach to assist you in building out your entire financial picture to align with your goals, objectives, values and lifestyle. I hold dearly to my duty of care for my clients, helping to give you the confidence I always have your best interest in mind.
Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Board of Standards, Inc. He has an extensive understanding of how each piece of a financial picture fits into the puzzle. He pairs this with the vast resources that Merrill has to offer to help make the complex simple for his clients.
Daniel lives on the west side of Charlotte with my wife, our 2-year-old son and 1-year-old daughter. His interests include spending time with family and friends, cooking with his wife, exploring Charlotte’s food and drink scene, both playing and practicing golf, and traveling to the west coast. He is an avid sports fan, closely following the PGA Tour and his hometown Steelers.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
