Dan Whiting
Vice President, Wealth Management Advisor helping high-net-worth clients build their financial legacy
- Role
- Wealth Management Advisor, Vice President at Merrill Lynch
- Location
- Wellesley Hills, MA, US
- LinkedIn followers
- 500 followers
About Dan Whiting
My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.*CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Experience
Wealth Management Advisor, Vice President
Feb 2018 — Present
Education
Isenberg School of Management at the University of Massachusetts Amherst
Bachelor's Degree
2006 — 2009
Isenberg School of Management at the University of Massachusetts Amherst
Masters of Business Administration, MBA
2013 — 2016
University of Massachusetts Amherst
Bachelor's Degree
2006 — 2009
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