Daniel Bongiovanni is a Wealth Management Advisor serving as a Merrill Resident Director. He specializes in providing concierge wealth management services with a focus on fee-based advising. Daniel works closely with a limited number of families to deliver personalized financial strategies aimed at helping clients pursue their long-term goals.
His expertise includes wealth and estate structuring, tax-efficient investment planning, wealth accumulation and distribution, 1099 income retirement plans, and access to banking services through Bank of America. Daniel's client focus areas cover family wealth management strategies, retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income.
Daniel holds a Bachelor's Degree from the University of Saint Thomas and is certified as a CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, he enjoys adventure sports, biking, golfing, pickleball, running, skiing, swimming, watching movies, and spending time with his family.