Merrill Lynch Financial Advisor Daniel P Levin Brooklyn, NY 10281

Merrill Lynch Financial Advisor Daniel P Levin is a finance institution located in New York, United States. Situated at 225 Liberty Street, South Tower, 38th Floor, New York, NY 10281, the institution offers a unique combination of Merrill's investment insights and Bank of America's credit, lending, and banking services. They work with clients to create personalized strategies to grow, preserve, and distribute wealth, exceeding expectations through proactive communication and ongoing financial education.

The team at Merrill Lynch believes in helping clients make informed investment decisions that align with their personal goals, whether it's planning for retirement, buying a home, or funding education. By utilizing the Investment Personality Assessment, they can tailor financial approaches to individual preferences and priorities. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.

As a Wealth Management Client Associate and Resident Director Assistant, Chris leads the Viggiano Group in assisting corporate executive clients with equity-based compensation and traditional wealth management strategies. The team's mission is to help clients achieve their vision of the future efficiently and effectively, with a focus on understanding intentions, earning trust, and getting the job done right the first time.

Merrill Lynch offers personalized financial plans through Merrill Personal Wealth Analysis™, designed to help clients achieve their goals and adapt to changes in life and the financial markets. The team emphasizes the importance of staying on track to reach what's most important to each client, revisiting financial approaches as needed.

With a dedication to personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Daniel P Levin aims to help clients navigate the complexities of their financial lives and pursue their goals with confidence and clarity.