Daniel is a seasoned financial advisor with over 20 years of experience helping high-net-worth professionals, executives, and business owners navigate complex wealth decisions. He began his career as a college instructor before moving into corporate investment with leading multinational firms and later serving in advisory roles at large banks. This diverse background provides him with a global perspective and a deep understanding of the unique priorities of successful clients. His expertise is grounded in advanced education and professional credentials. Daniel holds an MBA, executive training in investment theory and practice, and multiple designations — CFP®, ChFC®, CLU®, CIMA®, and RICP®. These credentials reflect his depth in investment management, retirement income planning, and wealth preservation, equipping him to design sophisticated strategies tailored to each client’s goals. Grounded by his own family experience, Daniel approaches wealth planning with a perspective that balances success today with long-term security. His wife is an associate professor at Vanderbilt, his older daughter works on Wall Street after graduating from Yale, and his younger daughter is a senior at USN. Having faced many of the same milestones his clients encounter — supporting family, planning education, and preparing for retirement — Daniel understands that wealth is not just about performance, but about creating peace of mind and a lasting legacy. Partnering with Merrill and Bank of America’s broad institutional resources, Daniel helps clients transform concentrated wealth into income, stability, and lasting impact. His mission is to bring clarity and confidence to every stage of life, ensuring that wealth works not only for today but for generations to come. |
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Hi, and welcome! We help high-net-worth professionals, executives, and business owners navigate the complexities of wealth with clarity and confidence. Think of us as your guide — translating sophisticated financial concepts into actionable strategies so you can make informed decisions, unlock liquidity, manage risk, and focus on what really matters: your life, your family, and your legacy.
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.