Daniel Straub Email & Phone Number
@ml.com
2 phones found area 646
LinkedIn matched
Who is Daniel Straub? Overview
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Daniel Straub is listed as Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 646, and a matched LinkedIn profile for Daniel Straub.
Daniel Straub holds Bachelor'S Degree from Brandeis University.
Email format at Merrill Lynch Wealth Management
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AeroLeads found 1 current-domain work email signal for Daniel Straub. Compare company email patterns before reaching out.
About Daniel Straub
Dan Straub joined Merrill Lynch Wealth Management in January of 2017. Working alongside his mother, Elizabeth Shepard, the Shepard Group is able to serve multiple generations in a family, accomplished entrepreneurs, and professionals to help make a difference in their financial lives. Regardless of the source of their wealth, clients are drawn to the Shepard/Straub Group to help simplify the multi-dimensional aspects of their financial lives. Dan's wealth management process begins by developing a deep understanding of you and the things you value most. He believes that wealth isn't just about the performance of your portfolio-it is about how you live your life and the personally meaningful goals you want to achieve. By taking a long-term approach to investing, Dan uses a systematic investment process, focusing on quality investments and emphasizing risk management and diversification. This approach enables him to accommodate a wide range of objectives and allows Dan to help you develop portfolios structured to meet your specific needs. To Dan, investing is a collaborative effort and he will work side by side with you to promptly deliver clear, concise and timely information about all of your financial decisions. Providing outstanding client service is the most important thing, and Dan's goal is to be the first call you make for all of your wealth management needs. Dan is a proud alumnus of Brandeis University where he graduated with a B.A. in Psychology and Politics.
Listed skills include Networking, Microsoft Office, Teamwork, Data Analysis, and 13 others.
Daniel Straub's current company
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Daniel Straub work experience
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Senior Financial Advisor, Assistant Vice President
Colleagues at Merrill Lynch Wealth Management
Other employees you can reach at ml.com. View company contacts →
Max Borgus
Colleague at Merrill Lynch Wealth ManagementWarwick, Rhode Island, United States
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Magdalena Dickson
Colleague at Merrill Lynch Wealth ManagementSantiago, Santiago Metropolitan Region, Chile
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Ozzie Divinere
Colleague at Merrill Lynch Wealth ManagementSan Diego County, California, United States
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Alpert Rufin
Colleague at Merrill Lynch Wealth ManagementGreater Chicago Area, United States
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Gillian Sill
Colleague at Merrill Lynch Wealth ManagementMarstons Mills, Massachusetts, United States
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PH
Patty Hamblen
Colleague at Merrill Lynch Wealth ManagementSt Petersburg, Florida, United States
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TK
Tyler Kang
Colleague at Merrill Lynch Wealth ManagementBaltimore, Maryland, United States
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Bo Smithwick
Colleague at Merrill Lynch Wealth ManagementShreveport, Louisiana, United States
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Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®
Colleague at Merrill Lynch Wealth ManagementLufkin, Texas, United States
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JD
Jenne' Doleac, Cfp®, Awma™
Colleague at Merrill Lynch Wealth ManagementMemphis, Tennessee, United States
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Daniel Straub education
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Brandeis University
Frequently asked questions about Daniel Straub
Quick answers generated from the profile data available on this page.
What company does Daniel Straub work for?
Daniel Straub works for Merrill Lynch Wealth Management.
What is Daniel Straub's role at Merrill Lynch Wealth Management?
Daniel Straub is listed as Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management.
What is Daniel Straub's email address?
AeroLeads has found 1 work email signal at @ml.com for Daniel Straub at Merrill Lynch Wealth Management.
What is Daniel Straub's phone number?
AeroLeads has found 2 phone signal(s) with area code 646 for Daniel Straub at Merrill Lynch Wealth Management.
Where is Daniel Straub based?
Daniel Straub is based in Washington Dc-Baltimore Area, United States while working with Merrill Lynch Wealth Management.
What companies has Daniel Straub worked for?
Daniel Straub has worked for Merrill Lynch Wealth Management.
Who are Daniel Straub's colleagues at Merrill Lynch Wealth Management?
Daniel Straub's colleagues at Merrill Lynch Wealth Management include Max Borgus, Magdalena Dickson, Ozzie Divinere, Alpert Rufin, and Gillian Sill.
How can I contact Daniel Straub?
You can use AeroLeads to view verified contact signals for Daniel Straub at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Daniel Straub attend?
Daniel Straub holds Bachelor'S Degree from Brandeis University.
What skills is Daniel Straub known for?
Daniel Straub is listed with skills including Networking, Microsoft Office, Teamwork, Data Analysis, Leed, Strategic Communications, Construction, and Research.
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