Dan Friel

Dan Friel Email and Phone Number

Senior Vice President, Senior Financial Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
Dan Friel's Location
San Francisco, California, United States, United States
Dan Friel's Contact Details
About Dan Friel

My team provides customized wealth planning, investment portfolio management, and access to business financial services to successful individuals, families, and business owners. We are accessible so that clients can contact us directly about any aspect of their financial affairs. We also strive to be proactive, contacting clients when appropriate opportunities arise.I've enjoyed working at the flagship Merrill Lynch Wealth Management office in San Francisco, California for over 30 years and helping clients achieve their hopes and dreams. My team is committed to providing clients with a transparent, honest, and caring relationship while giving them access to the broadest range of resources and specialists in the industry.I earned my B.A. in Economics from Princeton University. I live in Orinda with my wife, Kathe, and our two children. I've served on the board of directors of the Arthritis Foundation of Northern California and the Orinda Youth Association, and have coached youth sports for over 10 years. Outside of the office, I enjoy pickleball, biking, hiking, and skiing.

Dan Friel's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

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Senior Vice President, Senior Financial Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Dan Friel Work Experience Details
  • Merrill Lynch Wealth Management
    Senior Financial Advisor, Senior Vice President
    Merrill Lynch Wealth Management Apr 1985 - Present
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Dan Friel Education Details

  • Princeton University
    Princeton University
    Bachelor'S Degree

Frequently Asked Questions about Dan Friel

What company does Dan Friel work for?

Dan Friel works for Merrill Lynch Wealth Management

What is Dan Friel's role at the current company?

Dan Friel's current role is Senior Vice President, Senior Financial Advisor.

What is Dan Friel's email address?

Dan Friel's email address is daniel_friel@ml.com

What is Dan Friel's direct phone number?

Dan Friel's direct phone number is +192545*****

What schools did Dan Friel attend?

Dan Friel attended Princeton University.

Who are Dan Friel's colleagues?

Dan Friel's colleagues are Bridget Linsmaier, Michael Mahoney, Cfp, Richard Kremer, Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®, Ozzie Divinere, Julia Darud, Cdfa®, Cpfa®, April Smith.

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