Merrill Lynch Financial Advisor Daniel Riveira 100 Jericho Quadrangle, Jericho, NY 11753

financial planning), and other services. Additional information is available upon request.

Merrill Lynch Financial Advisor Daniel Riveira, located at 100 Jericho Quadrangle in Jericho, New York, offers a personalized approach to managing wealth. With a focus on understanding each client's goals and priorities, Dan provides access to investment insights from Merrill and banking solutions from Bank of America. Dan holds Series 3, 7, and 66 FINRA Registrations, and works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk.

Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. Dan believes in a client-first approach, listening carefully to understand where each client stands financially and where they aspire to be in the future. By asking thoughtful questions and focusing on potential solutions, Dan helps turn clients' goals into reality.

As a Merrill Lynch Wealth Management Advisor, Dan helps clients navigate the complexities of their financial lives, offering personalized investment strategies and financial solutions tailored to their unique needs. By staying informed about changes in clients' lives and goals, Dan ensures that their financial approach evolves to reflect these changes.

With a commitment to putting clients first, Dan works to help clients achieve their goals by creating a financial approach that aligns with their personality and priorities. By offering advice tailored to fluctuations in the market and changes in clients' lives, Dan aims to help clients stay on track to reach what matters most to them.

As a Certified Financial Planner, Dan is registered to do business in multiple states and holds himself to the highest standards of professionalism and expertise. With a focus on understanding clients' financial situations and what matters most to them, Dan works to design personalized approaches that reflect clients' unique needs and priorities.

Investing involves risk, and past performance does not guarantee future results. Merrill does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions. With a broad range of services available, including brokerage, investment advisory, and financial planning, Merrill offers clients the tools and resources they need to live their best financial lives.