Merrill Lynch Financial Advisor Dan Whiting 2221 Washington Street, Newton, MA 02462

Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America.

Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.

Holding a Bachelor of Arts in Economics and a Bachelor of Business Administration in Finance and Operations Management from the University of Massachusetts, Amherst, as well as an MBA from the Isenberg School of Management, Dan is well-equipped to offer informed insights and strategic financial advice. Licensed in Life, Accident, and Health Insurance and holding Series 7, 66, 9, and 10 FINRA registrations, Dan primarily serves clients in the greater Boston area.

At Merrill Lynch, Dan Whiting provides access to market insights and a wide range of financial products to support informed decision-making as you work towards your financial goals. Whether you're planning for retirement, managing investments, or seeking to connect your life and finances, Dan is here to guide you every step of the way.

Please note that investing involves risk, and past performance does not guarantee future results. It's important to consult with your legal and tax advisors before making any financial decisions. For more information about Merrill's services and the differences between brokerage and investment advisory services, please contact Dan Whiting directly.

Connect with Dan today to explore how he can help you carve a clear path forward in your financial journey.