Dayna Picetti
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Dayna Picetti serves as a Wealth Management Advisor. In this role, she focuses on helping clients develop and implement comprehensive financial strategies tailored to their individual goals. Her work involves understanding both short-term and long-term objectives to provide appropriate advice for families, individuals, and business owners.
While specific details about her education and credentials are not provided, Dayna operates within the Merrill Lynch Wealth Management framework, which emphasizes long-term investment approaches based on clients’ needs, goals, and risk tolerance. The team approach values hands-on financial guidance aimed at making clients’ financial aspirations achievable through disciplined investment processes.
No information regarding personal interests or community involvement is available for inclusion.
Expertise
Wealth management
General retirement planning
Retirement income strategy
Income planning
Demographic focus
Women Professionals
Women's Finance
Parents
Intergenerational Families
Work history
Bank of America, N.A.
2025 - Present (1 year)
Merrill lynch, pierce, Fenner & Smith incorporated
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
FirstService Residential
2024 - 2025 (1 year)
Blue Cross Blue Shield of Arizona
2023 - 2024 (1 year)
Unemployed
2022 - 2023 (1 year)
Visa
2021 - 2022 (1 year)
Bank of the West
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
GMLC Management (aka Cookies)
2019 - 2020 (1 year)
Wine Access
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Funding Circle US
2018 - 2018 (1 year)
Unemployed
2018 - 2018 (1 year)
Standard Chartered Bank
2017 - 2018 (1 year)
CVS Health
2010 - 2017 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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