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Dana Locniskar

Dana Locniskar

Formal First Name
Dana
Link
LinkedIn
Location
Detroit

Dana Locniskar is Managing Director and Private Wealth Advisor at Merrill Private Wealth Management. Since joining Merrill Lynch in 1970, he has built an investment group with extensive experience in wealth management for high-net-worth individuals, family offices and institutions. He focuses on wealth management, concentrated stock strategies, philanthropic planning, estate planning and trust services. In addition to his corporate responsibilities, Locniskar is highly involved in community and philanthropic activities and is an avid volunteer for more than 25 years with Cornerstone Schools.

Professional Experience

Academic History

MERRILL LYNCH

  • Locniskar works with business owners, corporate executives, philanthropists and charitable foundations with their most complex financial and investment challenges.

  • Their multi-generational legacy team helps client families streamline the complexities of significant wealth.

  • Their structure and approach nurture each family's long-term legacy through customized advice and guidance. 


RECOGNITIONS


COMMUNITY INVOLVEMENT

Warnings and Disclaimers

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