Dana Locniskar
Joining Merrill Lynch in 1970, Dana Locniskar built an investment group that focuses on wealth management, concentrated stock strategies and philanthropic planning, trust, and estate services. In addition to his corporate responsibilities, Dana is highly involved in community and philanthropic activities, serving on the boards of various institutions such as the Community Foundation for Southeast Michigan, City Year Detroit, and Teach for America Detroit. Throughout his career, Dana has receive continuous recognition not only as an industry honor, but also as a testament to his accomplishments and high standards to ensure quality service to his clients.
Dana Locniskar Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor
Academic History
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Accredited Certificate Program
Awards and Recognitions
- Forbes America's Top 250 Wealth Advisors, 2016–2020
- Forbes Best-in-State Wealth Advisors, 2018–2020
- Barron's Top 1,200 Financial Advisors, 2009–2020
- Financial Times Top 400 Financial Advisors, 2013–2014, 2017–2020
Community Involvement
- Member, Futures Foundation Board
- Board Member, City Year Detroit
- Volunteer, Cornerstone Schools
- Founding President, The Planned Giving Roundtable of Southeast Michigan
- Board Member, Community Foundation for Southeast Michigan
- Chairperson, Beaumont Foundation Planned Giving Committee
- Trustee Emeritus, Detroit Public Television
- Trustee Emeritus, Beaumont Hospitals Foundation
- Member, United Way of Michigan Alexis de Tocqueville Society
- Member, National Association of Charitable Gift Planners
- Member, Robert H. Tannahill Society Estate Planning Council of the Detroit Institute of Arts