Daniel Greene, Crpc™ Email & Phone Number

I am the Market Executive for the Dallas Market of Merrill Lynch Wealth Management.  This role allows me the privilege to serve, lead, and oversee more than 150 wealth management and banking professionals in Dallas and Tyler,Texas, Our team is driven by a shared commitment to deliver an exceptional experience to those we serve.My path to becoming the Dallas Market Executive began in 2005 at Bank of America where I was hired by a forward thinking Financial Advisor to support his client service and acquisition efforts. That experience, and his mentorship, was an important catalyst behind my successful transition to become a Financial Advisor at Merrill in the Lenoir, NC office two years later.  I added to my responsibilities by accepting the role of Associate Resident Director (producing manager). The journey continued when my family agreed to support my decision to  become the Senior Resident Director in Greenville, SC and then as the Nevada Market Executive.I believe that those who can, should provide those in need with a hand up. In that spirit I have been involved with numerous philanthropic organizations to include the United Way, Junior Achievement, and The America Red Cross. Family is my foundation. My wife, Sheila, and I have three children, Ethan, Amelia, and Justin. Whether we are on a family adventure or simply lounging on the sofa we value and enjoy our time together.

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  Appalachian State University