Dan Ebinger, CFA®
Client Relationship Manager
Dan joined Maller Wealth Advisors in 2017 and serves as a Client Relationship Manager. He works closely with Peter to ensure that the planning, implementation and service needs of the clients he supports are met with accuracy and timeliness. Through participation in meetings and briefings with Peter, Dan is kept fully aware of your objectives and has the responsibility of ensuring those objectives are met. He coordinates communication between you, your other advisors, and our Planning & Investment Group.
Prior to joining MWA, Dan was a business consultant with Symmetry Partners, an investment advisory and portfolio management company based in Hartford, Connecticut. He also worked as an associate financial planner with a wealth management office in Nashville, Tennessee. Dan has a Bachelor’s degree in Business Administration from Belmont University, and he is a Certified Financial Analyst Charterholder. He holds the Series 65 securities license and registration.
Education and Certification
Certified Financial Analyst Charterholder
Series 7 and 65 securities registered
On A Personal Note
Dan lives in Annapolis with his wife and twin daughters.