Merrill Lynch Financial Advisor Daniel Whiting

Services Offered

• Investment advice
• Financial planning
• Risk assessment
• Wealth management

About

Daniel Whiting is a financial advisor based in Newton, Massachusetts, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®), Daniel provides comprehensive financial planning services. He serves individuals and families looking for personalized investment guidance and financial strategies.

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