Dan Magee oversees a team of wealth management professionals that helps individuals, families, business owners, professionals and non-profit organizations manage their finances more effectively. Dan and his team combine experience, an excellent track record and a holistic approach with the global resources of Merrill Lynch and Bank of America to develop and implement customized wealth management strategies. They often work with clients to help them manage major transition events such as retirement, changes in the family structure or the sale of a business. They understand the responsibility that clients assign to them and care deeply about the relationships they develop with those clients.
Dan and his team employ a consultative, objective approach to wealth management. Every relationship begins with a rigorous discovery process that provides the insights the team needs to help the client identify long-term financial goals. The team takes the time to listen to each client and review client financial situations, preferences and aspirations. The strategies they develop address a wide range of financial issues, such as asset allocation, cash management, portfolio strategy implementation, retirement income generation, long-term retirement planning, business planning, education planning and philanthropic planning. The team’s implementation approach is highly disciplined and focuses on meeting each client’s objectives and cash flow needs with the lowest possible amount of risk.
Daniel P. Magee, CRPC®, CSNA
Senior Financial Advisor
Senior Vice President - Wealth Management
PIA Program Portfolio Manager
Daniel Magee joined Merrill Lynch in 1984 and has qualified as a Portfolio Manager through the Merrill Lynch Personal Investment Advisory® (PIA) Program. As a result, Dan can manage proprietary model portfolios and tailor investment strategies to a client’s unique needs and goals. Dan has earned the Chartered Retirement Planning CounselorSM (CRPC®) designation, offered through the College for Financial Planning. He also holds the Certified Special Needs Advisor (CSNA) designation, which is our internal Merrill Lynch self-study curricula based on a variety of wealth management topics and a course exam. He earned a BS in Business Administration with a concentration in Marketing from Kutztown University of Pennsylvania. Dan and his wife, Rebecca, live in Marlton, NJ with their four children. A sports enthusiast, Dan volunteers his time with local sports programs and is a member of the Marlton Recreation Council. He also serves as a volunteer at the Samaritan Hospice. During the summer, Dan and his family are involved in many activities in Stone Harbor, NJ and Dan is a board member of the Yacht Club of Stone Harbor.
Lauren joined Merrill Lynch in 2013. Lauren manages the operational and administrative aspects of the practice and is the clients’ first point of service for questions or concerns. She graduated from the University of Phoenix with a BS in Business Administration. Lauren and her husband, Brian, have one daughter and currently reside in Rio Grande, NJ. Lauren enjoys going to the beach and spending time with her family.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com