Daniel Bruner

As a Wealth Management Advisor at Merrill, my passion is centered on helping individuals and families create long-term wealth strategies in an effort to reduce the stress that is often associated with financial management. I am a CERTIFIED FINANCIAL PLANNER^™ professional, and my team and I are dedicated to providing the highest level of service and care available.

I have been married to Meghan since 2005 and together we have three children: Ben, Evie and Daniel. We live and work in central Oklahoma City, love good music, good friends and enjoy investing in our community.

Named to the 2023 Forbes “Best-in-State Wealth Management Teams” list as a member of the Covey, Bruner & Associates team Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Data provided by SHOOK^® Research, LLC.  Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.