Daniel Fries

Daniel Fries

Formal First Name
1977 - present

Daniel Fries is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. His team offers a structured, multi-pronged approach that consists of tax minimization, estate coordination and planning, and transition counseling. He has worked in various facets of the financial services sector, such as business banking, mortgages and lending. Daniel Fries received numerous recognitions from industry publications such as Forbes Magazine, Barron’s, and The Financial Times.

Professional Experience

Academic History

Certifications and Recognitions

  • On Wall Street's Top 40 Under 40, 2013-2015
  • Forbes America's Top 250 Wealth Advisors, 2018-2020
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Forbes America's Wealth Advisors, 2016-2020
  • Barron's Top 1,200 Financial Advisors, 2016-2020
  • Series 63 and Series 65 licenses