Daniel Ellison is a Senior Vice President and Senior Financial Advisor at Merrill Lynch, operating from the firm's Manhattan headquarters at One Bryant Park, Floor 3 in New York, NY 10036. He represents a traditional full-service wealth management practice within one of the largest investment banking and financial services firms in the world, leveraging Merrill Lynch's institutional resources and Bank of America's integrated banking platform.
Ellison's practice centers on personalized wealth management strategy development, offering clients access to Merrill Lynch's investment solutions alongside Bank of America's banking products. His stated service offerings include personal banking, lending solutions, investment management, retirement and savings accounts, insurance products, and comprehensive wealth planning. The practice emphasizes a consultative approach focused on understanding client goals and financial circumstances before recommending specific strategies. His team includes professional support staff: Anthony W Vitelli (Wealth Management Client Associate) and Annelise J Conte, AWMA (Assistant Vice President, Business Manager).
Ellison distinguishes himself through the integration of Merrill's investment research and market insights with Bank of America's lending and banking convenience. He is registered to conduct business across 24 jurisdictions including major financial centers, indicating broader geographic capacity. His philosophy emphasizes community involvement and volunteer work, positioning his practice as locally engaged despite the institutional backing. The advisor provides access to planning tools, market insights through the BullPen publication, and educational resources on tax strategies, retirement planning, and wealth transfer.
As a representative of a major financial institution, Ellison operates within established regulatory frameworks (FINRA oversight available via BrokerCheck) and institutional compliance structures. However, his individual profile offers limited transparency regarding specific investment performance, fee structures, or detailed credentials beyond his title. The practice is best suited for affluent clients seeking integrated banking and investment services, though the website provides minimal information about account minimums, specific investment philosophies, or performance metrics.