Dan Brienza
Wealth Management Advisor, Senior Vice President - Wealth Management at Merrill Lynch
Based in Charlotte, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Charlotte
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
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Background
About Dan Brienza
Dan has been with Merrill Lynch since 1994. He has lived in Charlotte since receiving his degrees in Economics and Psychology from Wake Forest University. Dan is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc, and also holds the Chartered Retirement Planning CounselorSM (CRPC®:) designation. These designations allow The Brienza Wealth Management Group to provide customized financial management for their clients. Dan resides in the Myers Park area of Charlotte with his wife, Lisa, and three children, Maxon, Sofia and Lola. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP®: in the U.S, which it awards to individuals who successfully complete a CFP Board's initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC®: are registered service marks of the College for Financial Planning
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