Daniel Bruns

Senior Vice President & Wealth Management Advisor
For more than 17 years at Merrill, Daniel Bruns has helped individuals and families navigate every type of market environment with clarity, confidence, and a disciplined approach to long‑term wealth management. Drawing on nearly two decades of firsthand experience, he provides clients with the perspective needed to make informed decisions and stay aligned with the goals that matter most.

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A Disciplined, Client‑Centered Approach to Planning
Daniel works closely with clients to understand their values, prioritize their life goals, and structure investment strategies that support their financial objectives.
His process is straightforward but powerful: simplify complexity, remain disciplined, and deliver a clear path forward.
For clients, this means:

• Time saved through professional oversight and streamlined planning
• Less uncertainty and a greater sense of financial control
• Confidence in both decision‑making and long‑term outcomes
  
  Daniel acts as a trusted financial advocate—especially during major life transitions such as preparing for retirement, changing careers, or navigating the loss of a loved one. His commitment is to help clients invest not just for the moment, but for a lifetime.
  
  
  
  Advanced Qualifications & Specialized Expertise
  Daniel’s credentials reflect a deep commitment to professional excellence and advanced financial education:
  Certified Investment Management Analyst® (CIMA®)
  Awarded by the Investments & Wealth Institute™ in partnership with the Wharton School of Business, this designation represents advanced expertise in investment management theory, portfolio construction, and risk analysis.
  Accredited Asset Management Specialist™ (AAMS™)
  Granted by the College for Financial Planning, this designation reinforces Daniel’s proficiency in asset management, retirement planning, estate planning services, and tax‑efficient investment strategies.
  Certified Divorce Financial Analyst® (CDFA®)
  Awarded by the Institute for Divorce Financial Analysts™, this credential equips Daniel to guide clients through lifestyle transitions and evaluate potential settlements involving property division, pensions, retirement plans, and other marital assets.
  
  
  
  Leadership & Community Engagement
  Daniel is a proud graduate of Leadership Allen Fairview Class 30, reflecting his dedication to community involvement and collaborative local leadership.
  
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  Personal Interests
  Outside the office, Daniel enjoys hiking trips and is an active student of Koine Greek, pursuing continuous learning both personally and professionally.