Merrill Lynch Financial Advisor Daniel Bruner 211 North Robinson Avenue, Oklahoma City, OK 73102

Merrill Lynch Financial Advisor Daniel Bruner, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, is a reputable institution in the finance industry. Daniel Bruner and his team have been recognized by Forbes as "Best-in-State Wealth Advisors" from 2019 to 2023, as well as "Best-in-State Wealth Management Teams" in 2023 and 2024. With the support of Merrill's global resources, the team is dedicated to providing exceptional client service, building strong relationships based on trust and personalized financial solutions.

At Merrill Lynch Wealth Management, Daniel Bruner focuses on understanding clients' priorities, goals, and family dynamics to create a customized financial plan. Through conversations and the Investment Personality Assessment, the team gains insights into clients' investing preferences to tailor strategies that align with their aspirations. The team believes that financial success is achieved by making informed investment decisions that support clients' meaningful goals, whether it's planning for retirement, funding education, or passing wealth to future generations.

Merrill's disciplined process of financial strategy, investment management, and proactive communication aims to empower clients with the knowledge and tools needed to make wise life decisions. The team uses Merrill Personal Wealth Analysis™ to document personalized plans centered on clients' goals and desired outcomes. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the market, the team helps clients stay on track towards achieving their objectives.

With access to the investment insights of Merrill and banking solutions from Bank of America, Daniel Bruner and his team work collaboratively with clients to develop comprehensive approaches that address their financial needs. By building relationships based on understanding clients' personalities, priorities, and goals, the team offers advice and support to help clients navigate market fluctuations and life changes. Together, they strive to help clients achieve their financial goals and secure their future.