Merrill Lynch Private Wealth Advisor Daniel A Green

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Daniel A Green is a Private Wealth Advisor based in New York, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Chartered SRI Counselor (CSRIC), Daniel provides comprehensive financial planning and investment management services. His practice focuses on serving high-net-worth individuals and families seeking personalized financial guidance.

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