Daniel Bruner
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Oklahoma City, Oklahoma, United States
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Daniel Bruner serves as a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, where he leverages his extensive expertise to guide individuals and families in crafting comprehensive long-term wealth strategies. With a strong foundation as a CERTIFIED FINANCIAL PLANNER™ professional, Daniel is dedicated to alleviating the stress often associated with financial management. His commitment to client success is reflected in his recognition as a member of Covey, Bruner & Associates, which was named to the prestigious 2024 Forbes "Best-in-State Wealth Management Teams" list. This accolade underscores the team's exceptional performance and dedication to delivering personalized financial advisory services.
At Merrill Lynch, Daniel focuses on goals-based asset management, ensuring that each client's unique aspirations are at the forefront of their financial planning. His expertise spans various areas, including retirement planning, portfolio management, and personal investments, allowing him to tailor strategies that align with clients' specific needs and objectives. Daniel's approach emphasizes building lasting relationships, fostering trust, and providing ongoing support to navigate the complexities of wealth management.
Key projects that Daniel has spearheaded include developing innovative financial solutions that address the evolving needs of clients in a dynamic economic landscape. By integrating advanced financial technologies and market insights, he empowers clients to make informed decisions about their investments. Daniel's passion for improving the lives of those he serves is evident in his proactive communication and commitment to education, helping clients feel confident and secure in their financial futures. Through his leadership and expertise, Daniel Bruner continues to make a significant impact in the wealth management industry.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in May 2015 to Present
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Financial Services
Personal Investments
Finance
Retirement Planning
Portfolio Management
Wealth Management
Goals Based Asset Management
Financial Advisory Services
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What is Daniel Bruner email address?
Email Daniel Bruner at [email protected] and [email protected]. This email is the most updated Daniel Bruner email found in 2026.
What is Daniel Bruner phone number?
Daniel Bruner phone number is +13035628925.
How to contact Daniel Bruner?
To contact Daniel Bruner send an email to [email protected] or [email protected]. If you want to call Daniel Bruner try calling on +13035628925. (updated on October 29, 2024)
What company does Daniel Bruner work for?
Daniel Bruner works for Merrill Lynch Wealth Management
What is Daniel Bruner's role at Merrill Lynch Wealth Management?
Daniel Bruner is Wealth Management Advisor, Senior Vice President
What industry does Daniel Bruner work in?
Daniel Bruner works in the Financial Services industry.
Daniel Bruner Email Addresses
Daniel Bruner Phone Numbers
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