Dan Bragg Email & Phone Number

My team adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, we consider your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, we are able to help you establish objectives, develop an appropriate strategy and offer recommendations that draw upon the breadth and depth of Merrill to connect all the pieces of your financial life. I will conduct regular reviews to keep your strategies consistent with any changes that may take place in your life and/or business while helping you track progress toward reaching your goals. Prior to my current role, I served as a Financial Advisor with Merrill for over 30 years in the Cleveland office. I am a graduate of West Virginia University and former member of the basketball team. With a deeply held belief in community service I have served on the Boards of Applewood Centers Inc., Wingspan Care Group, Girl Scouts of North East Ohio, and Elyria City Schools Endowment Fund. As well I am a member and past President of Elyria Sunrise Rotary. I have been awarded the Lifetime Community Achievement award by Merrill and was inducted into the Elyria City Schools Alumni Hall of Fame. My wife Patty and I enjoy spending time with our three sons.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.

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  Senior Consultant, Senior Vice President

  Merrill Lynch Wealth Management

  Mar 1978 - Present

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  West Virginia University

  Bachelor'S Degree