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Merrill Lynch Financial Advisor Elan Danon
249 Royal Palm Way, Palm Beach, Florida, United States
About the Merrill Lynch Financial Advisor Elan Danon
Merrill Lynch Financial Advisor Elan Danon, located at 249 Royal Palm Way in Palm Beach, Florida, is a trusted institution offering personalized financial services to clients. With over 20 years of experience in equity research and portfolio management, Elan Danon, CFA, Vice President and Financial Advisor, specializes in addressing complex financial needs such as concentrated stock positions and custom lending for executives and businesses.
Elan Danon provides active portfolio management, cash management, and access to personal banking, mortgages, and commercial banking through Bank of America. By taking the time to understand each client's unique goals and priorities, Elan works to develop a personalized financial plan that evolves with their changing needs over time.
Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can gain valuable insights and resources to help them achieve their financial goals. With a focus on building long-term relationships, Elan Danon and his team strive to provide comprehensive financial solutions that align with each client's individual aspirations.
As a Merrill Lynch Wealth Management Advisor, Elan Danon is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach tailored to their needs. With a commitment to putting clients first and providing ongoing support and guidance, Elan Danon aims to help clients achieve their financial goals and secure their financial future.
Whether you are planning for retirement, funding a child's education, or navigating a major life transition, Merrill Lynch Financial Advisor Elan Danon is here to help you create a financial strategy that reflects your unique needs and aspirations. Contact Elan Danon today to start planning for a brighter financial future.
Photos of Merrill Lynch Financial Advisor Elan Danon
249 Royal Palm Way, Palm Beach, FL 33480, United States
Opening hours of Merrill Lynch Financial Advisor Elan Danon
Monday:
09:00 - 16:30
Tuesday:
09:00 - 16:30
Wednesday:
09:00 - 16:30
Thursday:
09:00 - 16:30
Friday:
09:00 - 16:30
Saturday:
Day off
Sunday:
Day off
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