Daniel Slattery
Senior Consultant, Senior Vice President at Merrill Lynch
Based in Omaha, United States
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Seniority
Director
Department
General Business & Management
Location
Omaha
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
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Background
About Daniel Slattery
For more than 30 years, Dan has been assisting families pursue their personal and financial dreams at Merrill Lynch Wealth Management. With a focus on portfolio management, analysis, and diversification, he closely works with clients to design and execute financial strategies that emphasize wealth preservation. As part of Merrill and with access to the banking convenience of Bank of America, the range of the options and possibilities in finance, investment, and financing are infinite. Being located in Omaha has also made his personal and professional interests in what is best for families and the local communities. His focus and passion on bettering what is important to you has shown throughout his work and results. Dan, in his free time, enjoys family time with his four daughters and their families. Coaching his daughter's competitive softball and soccer teams in the early days has given way to cheering on the grandchildren in their sporting pursuits. His wife, Debbie, and him have a soft spot for animals and volunteers his time at the Nebraska Humane Society. Their four grown daughters have been replaced with 11 grandchildren, 2 pampered pooches and finicky feline. Other hobbies include gardening, making (and drinking) wine, travel and golf.
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