Daniel B.
Wealth Management Advisor | Portfolio Manager | Retirement Accredited Financial Advisor
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- Summit, NJ, US
- LinkedIn followers
- 500 followers
About Daniel B.
Daniel is a Vice President and Financial Advisor at Merrill Lynch Wealth Management, where he has been serving his clients since Sep 2022. He has spent time since 2012 with Merrill, Citigroup, and JP Morgan Wealth Management among others. He holds the Accredited Wealth Management Advisor™, AWMA™. the Chartered Retirement Plans Specialist™, CRPS™, the Chartered Retirement Planning Counselor™, CRPC™ and the Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ certifications, which demonstrate his expertise and commitment to helping his clients achieve their financial goals. He uses a disciplined wealth management process to help create, grow, protect, and distribute his clients\' wealth, with a focus on tax minimization and asset allocation strategies. He also works closely with his clients\' accountants and attorneys to provide holistic financial advice and help ensure the highest level of service. He is passionate about investment management and portfolio management, and he leverages the vast resources of Bank of America, a world-class investment bank, to deliver customized solutions for his clients.*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.*Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Senior Financial Advisor, Vice President
Sep 2022 — Present
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Skills
- Mergers
- Photography
- Strategic Planning
- Research
- Microsoft Office
- Publishing
- Public Finance
- Real Estate Finance
- Financial Planning
- Spss
- Cost Accounting
- Mergers & Acquisitions
- Wealth Management
- Wealth Preservation Planning
- Wealth Management Services
- Wealth Accumulation
- Capital Markets
- Strategic Financial Planning
- Financial Markets
- Fixed Income
- Fixed Asset Management
- Asset Management
- Hedge Funds
- Retirement Planning
- Securities
- Alternative Investments
- Banking
- Bloomberg
- Finance
- Real Estate Economics
- Series 63
- Series 7
- Equities
- Investments
- Financial Advisory
- Financial Modeling
- Portfolio Management
- Asset Allocation
- Bloomberg Terminal
- Mutual Funds
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