Daniel Magee

Dan Magee has been involved in the financial services industry for over three decades. Since joining Merrill Lynch, he has proudly dedicated his career to servicing a select group of affluent individuals and families, designing tailored strategies that reflect their distinct financial situations. Dan possesses a deep understanding of the psychology of wealth: the challenges that families, executives and seasoned professionals face when making decisions about their financial futures. With this knowledge, he is able to help clients identify what they really want their money to do for their lives, families and communities - and then create a wealth plan for achieving that. 

Dan directs client initiatives among multiple areas: wealth preservation and transfer services; investment management; concentrated stock analysis; and retirement planning services. He devotes significant time to understanding each client’s current financial situation and aspirations for their wealth, then develops custom plans and investment strategies to help clients build a solid foundation on which to make informed and timely financial decisions.

Dan earned his bachelor’s degree in business administration, from Kutztown University of Pennsylvania. Additionally, Dan has achieved the exclusive Certified Private Wealth Advisor^® (CPWA^®) designation, offered by the Investments & Wealth Institute^™, in conjunction with the University of Chicago Booth School of Business. Dan also holds the Chartered Retirement Planning Counselor^™℠, CRPC^™® designation, offered through the College for Financial Planning Institutes Corp, as well as the Certified Plan Fiduciary Advisor^® (CPFA^®) designation.  

Dan and his wife Rebecca have four children and reside in Stone Harbor, NJ. Dan is an active member if the Yacht Club of Stone Harbor, who served both as a Flag Officer, and currently as Chairman of the Board. Dan additionally volunteers for the Diller Home for the Blind in Avalon, New Jersey and is an active supporter of Helping Harvest Food Bank, Reading PA and the Community Food Bank of New Jersey – Southern Branch.