With a background in financial planning and a deep interest in economics and financial markets, Dan Ebert brings a family-centric approach to creating and implementing highly customized financial plans for families and business owners.

In his role as Wealth Advisor, Dan guides clients through a comprehensive seven-step process designed to fully understand their goals, develop a tailored strategy, implement solutions, and ensure ongoing alignment with their long-term aspirations. He works closely with successful young professionals, executives approaching retirement, individuals with concentrated stock positions, and business owners planning for life after entrepreneurship.

Dan earned his undergraduate degree from Gettysburg College and began his career as a licensed advisor at Equitable, before joining Merrill Lynch in its flagship Rockefeller Center office. Committed to continually expanding the value he delivers to clients, Dan holds the Certified Exit Planning Advisor(r) designation and a Certificate in Financial Markets from Yale University.

Outside the office, Dan enjoys weightlifting, golfing, and traveling with his wife, Alyssa.

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