Daniel Bruns Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Daniel Bruns Location
- McKinney, TX, US
Daniel Bruns Work
- Wealth Management Advisor, Senior Vice President @ (May 2008 - Present)
Daniel Bruns Education
- University of North Texas
Bachelor's Degree
2019-2021
Daniel Bruns Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- College Education Planning
- Leadership
- Dental Practice Lending
- Lines Of Credit
- Retirement Income Strategies
- Certified Divorce Financial Analyst
- Trusteed Ira
- Retirement Planning
- Intergenerational Wealth Transfer
- Sales
- Portfolio Management
- Health Savings Accounts
- Investment Research
- Investments
- 401k
- Treasury Management
- Strategic Planning
- Asset Allocation
- Roth IRA
- Cash Flow Management
- Commercial Banking
- Financial Services
- Wealth Management
- Mutual Funds
- Family Legacy Planning
- Goals Based Wealth Management
- SEP IRA
- Marketing
- Microsoft Excel
- Utma
- Fixed Income Strategies
- Customer Service
- Risk/Reward Analysis
- College Funding Strategies
- Medical Practice Refinance
- 401k Rollovers
- Project Management
- ETFs
- Research
- Municipal Bonds
- Employee Stock Options
- Series 65
- Quantitative Investing
- Medical Practice Startup And Refinance Loans
- Series 7
- Aams
- Customized Wealth Planning
- Divorce Wealth Management Planning
- Estate and Wealth Planning Services
- Family Wealth Management Strategies
- Investment Management
Daniel Bruns Summary
- Daniel Bruns, based in McKinney, TX, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Daniel Bruns holds a 2019 - 2021 Bachelor's Degree @ University of North Texas. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, College Education Planning and more. Daniel Bruns has 8 emails and 5 mobile phone numbers on RocketReach.
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