Daniel Dwyer
Senior Financial Advisor, Senior Vice President - Wealth Management at Merrill Lynch
Based in San Francisco, United States
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Seniority
Vp
Department
Finance & Accounting
Location
San Francisco
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
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Background
About Daniel Dwyer
Daniel F. Dwyer has been in the financial services industry since 1985, investing assets for high net-worth families and corporate executives. Dan is experienced at identifying the needs of wealthy clients and providing sound financial guidance to successful individuals and families. Experience, integrity and a commitment to superior service are paramount in his process. He understands the needs of his clients very well and makes sure they are given the time and attention they deserve. Dan works closely with his clients' accountants and attorneys to provide complementary strategies to meet his clients' planning needs. BofA Merrill Lynch Global Research provides world-class research, market analysis and risk-management strategies which Dan utilizes when making investment decisions. Dan and his wife, Cindi, have been married for 37 years and live in Napa, California. Dan and Cindi have two sons, Nathaniel and Jeffrey. Dan has been a member of the Olympic Club for 47 years, and is also a member of the Silverado Country Club.
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