Daniel Halperin is a Senior Vice President and Financial Advisor with Morgan Stanley. Dan brings an analytical perspective to serve the investment advisory needs of business owners, entrepreneurs, high-net-worth individuals and their families.
One of Dan’s distinguishing talents is the ability to evaluate intricate financial scenarios and identify ways in which to integrate investments, income requirements and retirement goals into one comprehensive wealth management plan. By looking at both sides of a clients’ balance sheet and leveraging the extensive breadth of services available at Morgan Stanley, Dan addresses multi-faceted and sophisticated objectives that range from tax management and estate planning strategies to complex lending, mortgage and credit transactions. He exhibits a passion for implementing strategies with precision and executional excellence.
Dan grew up in Northbrook, Illinois and graduated with honors from Emory University's Goizueta Business School where he earned a B.B.A. degree. He has been in the financial services industry since 2001 and has first-hand entrepreneurial experience, having owned and served as the Chief Executive Officer of a mortgage bank. Dan joined Merrill Lynch in 2011 to broaden his wealth management capabilities.
When not working, he can be found spending quality time with his family, on the baseball field, or on the tennis court.
NMLS #763730
Services Include
- Donor Advised Funds
- Long-term Care Insurance
- Retirement Planning
- Alternative Investments
- 401(k) Rollovers
- Trust Services
- Corporate Pension Plans
- Financial Planning
- Fixed Income
- Executive Financial Services
- Estate Planning Strategies
- Divorce Financial Analysis
- Defined Contribution Plans
- Cash Management and Lending ProductsFootnote11
- Certificates of Deposit
- 529 Plans
- Annuities
Securities Agent: CO, IL, VI, PA, OK, NV, NH, MI, LA, AZ, PR, OR, OH, MO, MN, MA, HI, AL, WA, VA, TN, SD, NM, NE, KY, KS, ID, GA, CT, NJ, ME, IN, WY, SC, MD, DC, CA, MT, MS, IA, AR, VT, ND, NC, AK, TX, NY, FL, DE, WV, WI, UT, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 763730