Dana Locniskar
Private Wealth Advisor, Managing Director @Merrill Lynch
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WORK HISTORY
Private Wealth Advisor, Managing Director @Merrill Lynch
Since he joined Merrill in 1970, Dana has built an investment group with extensive experience in wealth management for high-net-worth individuals, family offices and institutions. Dana focuses on wealth management, concentrated stock strategies, philanthropic planning, trust and estate planning services. He has been recognized by Forbes in its list of \"America\'s Top Wealth Advisors\" in 20••••24 (*Source: The Forbes \"America\'s Top Wealth Advisors\" list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year),\"Best-in-State Wealth Advisors\" list in 20••••24 (*Source: The Forbes \"Best-in-State Wealth Advisors\" list, published annually Jan - April. Rankings based on data as of June 30 of prior year),\"America\'s Top Wealth Management Teams Private Wealth\" in 20••••23 (*Source: The Forbes \"America\'s Top Wealth Management Teams Private Wealth\" list, published annually in November. Rankings based on data as of March 31 of same year) and \"Best-in-State Wealth Management Teams\" in 20••••24 (*Source: The Forbes \"Best-in-State Wealth Management Teams\" list, published annually in January. Rankings based on data as of March 31 of prior year) as a member of the Locniskar Pursel Biddinger Nienberg Rochow Group; Barron\'s magazine in its list of Top 1,200 Advisors in 20••••24 (*Source: The Barron\'s \"Top 1,200 Financial Advisors: State-by-State\" list, published annually in February - March. Rankings based on data as of September 30 of prior year) and the Financial Times in its list of \"400 Top Financial Advisors\"(FT400) in 2013, 2014, 2017, 2019 and 2020 (*Source: Financial Times \"400 Top Financial Advisers\" list, published annually Mar - April. Rankings based on data as of June 30 of prior year).
EDUCATION
Springdale High School
High School Diploma/GED
University of Arkansas
Attended no Degree Conferred
Wayne State University
Accredited Certificate Program
SKILLS
ABOUT DANA LOCNISKAR
As a leader of The Locniskar Pursel Biddinger Nienberg Rochow Group, I work with business…
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