Daniel Merker
CPA, CFP®, PSF, Registered Representative
Daniel Merker is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER ®, and an Investment Advisor Representative who holds Series 7, 63, and 65 licenses. Daniel is also licensed as an agent for life, health, annuities, and long-term care insurance. He has been with BRENDON PIERSON, INC. since 2010 and has over 15 years of experience in the financial services industry. Daniel specializes in working with clients to develop holistic planning strategies which bridge the gap between traditional wealth management and effective tax planning. He graduated from Moravian College with a Bachelor of Arts in Accounting and is a member of both the AICPA and NJSCPA. Daniel is originally from Monmouth County, NJ, where he currently resides with his wife Kaylie, and their two children, Mila and Christian. Outside of work, Daniel enjoys fishing, boating, and spending time with his family.