Advisor at Merrill
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Daniel Lawson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that address their full financial picture and adapt to changing market conditions. His focus areas include college education planning, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income.
Daniel holds a Bachelor's Degree from Siena College and carries the Personal Investment Advisor (PIA) designation. He is involved in professional organizations such as 2Way North Lacrosse Club and Glastonbury High School Mens Lacrosse, and he volunteers with the Hillcrest Area Neighborhood Outreach Center. Outside of work, Daniel enjoys cooking, football, golfing, ice hockey, skiing, spending time with his family, and watching movies.
Bank Of America, N.a.
2019 - Present (7 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
Unemployed
2018 - 2019 (1 year)
Pcdata
2017 - 2018 (1 year)
Unemployed
2016 - 2017 (1 year)
Central Transport
2015 - 2016 (1 year)
CFP®, RICP®
Suffield, CT
North Haven Financial LLC
Retirement Planning is all we do. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to assist people in achieving financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to help you achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, focusing on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.
CFP®
Suffield, CT
North Haven Financial LLC
Retirement Planning is what we do best. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to help people achieve financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to simplify the important decisions you have to make so you can achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, with a focus on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.
CFP®, Series 66
East Windsor, CT
Edward Jones
Series 63, Series 65
Enfield, CT
Edward Jones
Series 63, Series 66
Enfield, CT
Edward Jones
Series 66
Enfield, CT
Edward Jones
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