Danny joined Merrill Lynch Wealth Management in 2013 and has over 30 years of financial service industry experience and began his Financial Advisory career in 2002. He is a graduate of the University of Texas at Austin with a B.A. in Economics and also earned his CERTIFIED FINANCIAL PLANNER® certification in 2009. Danny’s passion is to help clients achieve their financial goals by utilizing the financial strategies process and Merrill's Goals-Based Wealth Management approach. As part of the K & I and Associates Team, Danny focuses on financial strategies to complement the investment management, and the implementation of Retirement Plans for businesses. He obtained the Certified Plan Fiduciary Advisor® designation required by Merrill to provide access to fiduciary services to Retirement Plan clients. Danny and his wife, Susan, have a young son, and love to travel as a family to new and exciting locations.
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.
