Merrill Lynch Private Wealth Advisor Dana Locniskar Named One of America’s Top Wealth Advisors

Merrill Lynch Private Wealth Advisor, Dana Locniskar, has been recognized as one of the nation’s top financial advisors. Locniskar, a resident of Birmingham, MI., has been named by Forbes on its 2017 "America’s Top 250 Wealth Advisors" list. The Forbes list weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices of the advisors and their approach to working with clients.

This recognition is not only an industry honor but also a testament to his accomplishments, and his high standards to ensure quality service to his clients. Since he joined Merrill Lynch in 1970, Locniskar has built an investment group with extensive experience in wealth management for high-net-worth individuals, family offices and institutions. He focuses on wealth management, concentrated stock strategies, and philanthropic, trust and estate services. Locniskar was also recognized by Forbes in its list of "America’s Top Wealth Advisors" in 2016, Barron’s magazine in its list of Top 1,200 Advisors in 2009-2017 and the Financial Times as one of the Top 400 Advisors in the United States in 2013 and 2014.