Daniel Bongiovanni
Wealth Management Advisor, Vice President at Merrill Lynch
Based in Bloomington, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Bloomington
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
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Background
About Daniel Bongiovanni
I am a fee-based advisor and I provide a concierge wealth management service. I am an advisor who will always put my clients best interest first. I embrace technology and can work with clients both locally and afar. Here are a few key focuses of mine - 1. Wealth and Estate Structuring 2. Tax Efficient Investment Planning 3. Wealth Accumulation & Distribution 4. 1099 Income Retirement Plans 5. Access to Banking Services through Bank of America I work with a limited number of families in order to maintain a high level of service, but you can reach out directly to me if you'd like to learn more -*Banking Services are through Bank of America, N.A.*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.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Email: Daniel.Bongiovanni@ML.com Call/Text: 952-237-7650
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