Lexington, KY Finn Way Office

Daniel Key serves as a Resident Director and Wealth Management Advisor at Merrill, where he specializes in helping clients design intentional financial plans that align with their values and life goals. Drawing on over 25 years of experience in financial services, he provides personalized wealth management strategies with a focus on discipline, communication, and a holistic, goals-based approach. He works with clients across various areas including college education planning, divorce transition planning, employee benefits, endowments, foundations, non-profits, legacy and philanthropic planning, personal retirement strategies, portfolio management, sports and entertainment, and retirement income. Prior to joining Merrill in 2003, Daniel spent five years with Prudential Securities. He holds a Bachelor's Degree from The Baptist College of Florida and a Master's Degree from Southern Baptist Theological Seminary. His professional credentials include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional duties, Daniel is involved in community organizations such as Rotary International, OperaLex, Lexington Public Library Foundation, and The Village at Rabbit Run. He resides in Lexington with his wife and enjoys cooking, golfing, reading, and watching movies.

James Royse is a financial advisor at Merrill based in Lexington, KY, holding Series 63 and Series 66 registrations with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, People's Exchange Bank, and Fifth Third Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Ryan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, and the Scott County School System. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danielle Walzer is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2014. Outside of her advisory role, she is the owner of a limited liability company unrelated to investment activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.