Daniel S Stout
Advisor at Merrill — Clearwater, FL Us Highway 19 N
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 66
Experience Industry experience
18 years
Location
Clearwater, FL 33761
Merrill
Institution
Daniel Stout is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he delivers comprehensive wealth management services with a focus on retirement and estate planning, asset preservation, cash flow management, and tax minimization strategies. His expertise extends to providing guidance on various credit products through Bank of America, leveraging his background as a Private Banker to address both asset and liability management for clients. Daniel works with a range of client focus areas, including college education planning, divorce transition planning, executive compensation, family wealth management, legacy planning, liquidity management, small business strategies, and retirement income planning.
Daniel earned his bachelor's degree from the University of South Florida. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also involved in community activities such as Career Village.
Outside of work, Daniel enjoys outdoor activities including biking, running marathons, swimming, golf, camping, fishing, scuba diving, and traveling. He spends his personal time with his wife and children, embracing an active lifestyle.
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.
Clearwater, FL Us Highway 19 N
26301 Us Highway 19 N
Clearwater FL 33761
Advisors at this office
25
Florida · Texas
18 years of industry experience
Bank Of America, N.A.
2011 - Present • 15 years
Jacksonville, FL
Merrill, Lynch, Pierce, Fenner, Smith
2010 - Present • 16 years
Clearwater, FL
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