Daniel Guerrero
I provide personalized strategies designed to align with your unique ambitions, while leveraging specialized resources when needed to enhance your overall plan. Together, we address your most important priorities—such as planning and funding your children’s education, ensuring your retirement lifestyle and potential health care costs are covered, and creating a tailored plan to achieve your family’s long-term goals. Every recommendation reflects your individual perspectives and priorities. My focus is on bringing clarity and confidence to the complexities of investing, transforming wealth planning from an intimidating task into an empowering journey toward achieving your goals.
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.
