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.