Daniel Fries
Daniel Fries is Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. His team offers a structured, multi-pronged approach that consists of tax minimization, estate coordination and planning, and transition counseling. Daniel has worked in various facets of the financial services sector, such as business banking, mortgages and lending. He has received numerous recognitions from industry publications such as Forbes Magazine, Barron’s, and The Financial Times.
Daniel Fries Professional Experience / Academic History
Professional Experience
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Managing Director, Wealth Management Advisor
Academic History
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Bachelors Degree
RECOGNITION
Forbes America's Top Wealth Advisors, 2018 - 2024
Forbes Best-in-State Wealth Advisors, 2018 - 2024
Forbes America's Top Wealth Management Teams, 2024
Barron's Top 1,200 Financial Advisors, 2014, 2016 - 2023
On Wall Street's Top 40 Under 40, 2013 - 2015
CERTIFICATIONS
Chartered Retirement Planning Counselor, CRPC™
Certified Plan Fiduciary Advisor, CPFA™
COMMUNITY INVOLVEMENT
Special Olympics
Cradles for Crayons
Greater Food Depository
Big Brothers Big Sisters
Make-A-Wish
Susan G. Komen Foundation
MEDIA & PUBLICATIONS
Daniel has been profiled or featured in Forbes, Barron's, Financial Times, and Yahoo! Finance.