Dan Loucks joined Merrill as a Financial Advisor in 2017 in the San Francisco office, and now primarily works out of the Wayne, PA office. Prior to Merrill Lynch Wealth Management, Dan worked as a Senior Investment Analyst at Argosy Private Equity, a private equity firm in Wayne, PA. Dan began his career as a CPA in the Advisory practice of Ernst & Young, LLP in Philadelphia, PA. Dan earned Bachelor of Science degrees in both Finance and Accounting, as well as a Masters of Accounting degree from the Pennsylvania State University. Dan currently lives in Wayne with his wife Alexandra and their son. Outside of the office, Dan volunteers as a member of the Advisory Board for The First Tee of Greater Philadelphia, an organization dedicated to improving the lives of young people through the game of golf.
*Dan does not provide legal or tax advice in his current role with Merrill.
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.
