Daniel is a seasoned financial advisor helping professionals and executives build wealth, balance priorities, and achieve financial freedom. With deep knowledge in corporate investment, he applies sophisticated wealth strategies to help guide clients through complex financial decisions with clarity and confidence. His strategic approach to investment management, tax planning strategies, and retirement transitions seeks to ensure that clients not only grow their wealth but also protect and optimize it for long-term success.
With a strong personal connection to the medical field—his wife is an associate research professor at VUMC—Daniel understands the unique financial challenges that professionals face. He and his wife have lived in Nashville for 17 years, raising two daughters—their eldest, a Yale graduate, works on Wall Street, while their younger is a high school junior at USN. As a husband, father, and financial strategist, he knows firsthand the complexities of managing career success, family responsibilities, and legacy planning.
Daniel holds an MBA from the University of Illinois and has earned multiple advanced financial designations, including the CFP® certification and CIMA® designation. His experience, combined with Merrill and Bank of America's institutional resources, helps to ensure that clients receive high-level, strategic financial guidance tailored to their goals.
Guidance That Works for You: With over 15 years in corporate investment, business consulting, and financial education, I bring institutional-level insight to help you make informed, strategic decisions. Managing wealth isn't just about investment returns—it's about structuring a financial strategy that aligns with your career, family, and long-term aspirations. Whether you're seeking to optimize investments, minimize tax liabilities, or prepare for a secure retirement, I provide potential solutions that aim to simplify complex financial decisions. My experience allows me to break down intricate financial matters into actionable strategies so you can focus on what matters most—growing, protecting, and enjoying your wealth with confidence.
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.
