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MEMBER PROFILE

 

Danny Lattanzi ChFC®, SE-AWMA™

The Weber Group at Merrill Lynch Wealth Management

 

Member profile details

Membership level
Greater Boston Sponsor
First name
Danny
Last name
Lattanzi ChFC®, SE-AWMA™
Title
Senior Vice President, Wealth Management Advisor
Company
The Weber Group at Merrill Lynch Wealth Management
XPX Chapter Email Lists
  • Massachusetts News & Events
 

XPX ROLE

Chapter Sponsorship Type
Silver
 

CONTACT INFORMATION

City
Boston
State
Massachusetts
 

PROFILE INFORMATION

Call me when
You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Debt
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Retirement
Client Industry(ies)
  • Financial Services
  • Health/Pharma/Biotech
  • Real Estate/Construction
Professional Certification(s)
ChFC®, SE-AWMA™
In Business Since
2015
How to contact
daniel.lattanzi@ml.com
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