Philadelphia Estate Planning Council

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Daniel Mandel

Merrill Lynch


Member profile details

First name
Last name
Merrill Lynch
Vice President

Additional Membership Information

Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Attorney
Professional Bio
Dan brings nearly 15 years of experience in connecting generations through wealth preservation and transfer as a Trust & Estate Specialist at Merrill Lynch, and as a practicing attorney prior to joining Merrill in 2011.
He earned a B.A. degree in Biochemistry and Comparative Literature from Brandeis University, a M.A. in Hebrew Literature from Tel Aviv University, Israel, a J.D. from Rutgers School of Law, and an LL.M in Taxation from Temple University Beasley School of Law.
He recently moved from Denver, Colorado and now resides in Bala Cynwyd. Dan speaks fluent Hebrew and is a dual citizen. He is happiest with his wife Rory raising their two children back in their hometown.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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