Daniel Bade
Advisor at Merrill
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About
Daniel Bade is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has served clients since 1990. He is a key member of the Provenzano-Bade-Wood Group, a team of financial advisors and client associates with extensive combined experience. Daniel provides comprehensive portfolio management and retirement benefits consulting, focusing on helping clients develop financial plans aligned with their personal goals and life transitions.
With a Bachelor’s degree in Marketing and minors in Accounting and General Business from Western Michigan University, Daniel holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include retirement planning, legacy and philanthropic strategies, family wealth management, and small business financial strategies. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple consecutive years.
Beyond his professional work, Daniel is actively involved in his community through leadership roles with the Frankenmuth Rotary Club, including co-chairing the Helping Hands Committee and chairing the annual Frankenmuth Fondo bicycle fundraiser. He also serves on the board of the St. Lorenz Foundation and participates in his local church. Daniel resides in Frankenmuth with his wife and enjoys biking, running marathons, golf, reading, and spending time with his family.
Expertise
Retirement income strategy
Wealth management
Business ownership considerations
Business exit / sale strategy
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Work history
Bank of America,N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1990 - Present (36 years)
Mary G
CFP®, Series 66
Frankenmuth, MI
Edward Jones
Michael S
Series 66
Frankenmuth, MI
Edward Jones
Doyle W
CFP®, Series 66
Frankenmuth, MI
Edward Jones
Colin M
CFP®, Series 66
Frankenmuth, MI
Edward Jones
Steven K
CFP®, Series 66
Saginaw, MI
Edward Jones
Julia J
CFP®, Series 66
Saginaw, MI
Edward Jones
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