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Daniel E
CFP®, Series 66
Burlington, MA
Withum Wealth Management
Daniel Evans is a Financial Advisor and Senior Portfolio Advisor with Merrill Wealth Management. He focuses on helping individuals and families plan, grow, and protect their wealth through personalized financial strategies and long-term guidance. His expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Bachelor's Degree from Providence College and is a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is committed to building lasting relationships with clients and making complex financial topics easier to understand and act upon. Outside of his professional work, Daniel is involved with organizations such as Boston Cares, Great Dog Rescue New England, and the National Alliance on Mental Illness Massachusetts. He has personal interests in basketball, drawing and sketching, fishing, football, music, spending time with his family, tennis, traveling, watching movies, and writing.
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