PROFESSIONAL PROFILE
Daniel Kiely, CFP®
Financial Advisor
Daniel is a Financial Advisor in the Missoula Merrill Lynch office. As a Financial Advisor, Daniel focuses on total wealth management and provides solutions for multidimensional personal and business finances. Daniel has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress toward reaching those goals and objectives. With Daniel, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Daniel meets regularly with clients to ensure their financial lives are consistent with their personal circumstances.
Daniel is a graduate of DePauw University. After trading commodities at the Chicago Mercantile Exchange from 1997 to 2000, he joined Merrill Lynch in June of 2000. He lives in Missoula, Montana with his wife and two children.
Christine Fromm
Registered Client Associate
Christine focuses on providing client account service support and information on Merrill Lynch products and market research. She graduated as a finance major, with honors, from the University of Montana.