DANA J. ALBERT
VP Senior Financial Advisor
Merrill Lynch Wealth Management
Hollman, McSweeny, Albert & Byrnes Group
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Address: 1000 Aviara Parkway, Suite 200, Carlsbad, CA 92011
VP SENIOR FINANCIAL ADVISOR
As a Merrill Lynch Wealth Management Senior Financial Advisor, I help simplify my clients’ financial lives by providing guidance based on time-tested goals-based wealth management principles. At the heart of my philosophy is a passion to build enduring relationships with individuals, families and small businesses through my commitment to provide outstanding service. With access to Bank of America banking and Merrill Lynch Wealth Management specialists, I assist clients in every aspect of their financial lives and I am their first point of contact.