Gender Male
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Mr. Dane has 22 years of financial services experience, and leads the team that delivers comprehensive financial and estate planning services to our ultra high net worth clients. He is responsible for developing products, service models and specialist support to our most important clients.
He joined Merrill Lynch in 2007 and has led both
product and client service teams across wealth management, wealth structuring and retirement planning.
Prior to joining Merrill Lynch, Mr. Dane was the President of AXA Advisors, LLC. He holds the Chartered Retirement Planning CounselorSM designation and a graduate of the University of New Hampshire.
