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First Vice President, Merrill Lynch

Daniel Cutter

Senior Financial Advisor at Merrill Lynch

Daniel Cutter is a First Vice President and Senior Financial Advisor. He is also a Portfolio Manager. He has been in the financial industry since 1999 and earned his MBA in Finance from the University of San Francisco. He is a special consultant on a book for attorneys titled, Special Needs Trusts: Planning, Drafting, and Administration through the California Continuing Education of the Bar (CEB). He also is a special consultant on a book for consumers titled, Administering the California Special Needs Trust: A Guide for Assisting a Person with a Disability as Trustee of a Special Needs Trust.




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