Dan is a financial advisor at Merrill Lynch. He joined the financial services industry in 2007. Dan graduated from the University of Florida’s Warrington College of Business with a degree in Business Finance.
After college, Dan taught English for a year at a private academy in Busan, South Korea as a way to explore a new country and culture as well as travel to various parts of Asia to gain world perspective. He has a passion for travel and has also had the opportunity to see eight countries in Europe and New Zealand.
At Merrill Lynch, Dan works with a group that focuses on helping families and small businesses manage their savings. He helps clients achieve goals such as creating a retirement income plan and developing tax sensitive investment portfolios. He currently holds FINRA Series 7 and 66 securities licenses, as well as Life, Variable, and Long-Term Care Insurance licenses.
In the community, Dan is involved with Generation Dayton – a young professional program through the Dayton Area Chamber of Commerce – as a member of the membership committee and SouthBrook Christian Church Men’s Group. Dan loves the outdoors and can often be found running, hiking, camping, and rock climbing. He lives in Centerville with his wife, Katie, and their two dogs.