Daniel M Prather
Advisor at Merrill — Tulsa, OK 6100 S Yale Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
33 years
Location
Tulsa, OK 74136
Merrill
Institution
Daniel Prather is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1993 after graduating from Tulane University with a Bachelor of Science degree in Management from the A.B. Freeman School of Business. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor.
Daniel specializes in complex financial planning issues such as wealth management strategies, estate planning services, retirement income planning, education planning, socially responsible and values-based investing, tax minimization, and portfolio management. He incorporates insurance, annuities, estate planning services, and offers access to Bank of America’s lending services to assist clients in pursuing their financial goals.
In addition to his professional work, Daniel has been involved in community service through roles such as Assistant Boy Scout Leader and board memberships with the Tulsa Advocates for the Protection of Children, March of Dimes, the Tulsa Historical Society, and the Indian Nations Council. He and his wife Ellen have four sons engaged in Boy Scouts and competitive tennis. Daniel also enjoys camping, fishing, photography, and spending time with his family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Tulsa, OK 6100 S Yale Ave
6100 S Yale Ave
Tulsa OK 74136
Advisors at this office
58
Oklahoma · Texas
33 years of industry experience
Bank of America,N.A.
2011 - Present • 15 years
Tulsa, OK
Merrill
1993 - Present • 33 years
Tulsa, OK
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