Daniel J. BrauerDaniel J. Brauer, CFP®Wealth Advisor
About Daniel
Daniel Brauer is a Wealth Advisor with J.P. Morgan Wealth Management.
Daniel holds the CERTIFIED FINANCIAL PLANNER® designation and delivers comprehensive wealth planning to a wide array of successful clients, including doctors, attorneys, athletes, entrepreneurs, business owners and corporate executives.
Like the professionals he engages with, Daniel understands that strategic planning, coupled with the support of a strong team, can significantly enhance the value of potential outcomes. He works closely with individuals to gain an understanding of their personalized goals, whether they seek to grow capital, prepare for retirement, refinance a mortgage or pass wealth to the next generation. Daniel reviews both sides of the balance sheet and integrates the impacts of timing, taxation and other factors into his overall approach. A problem-solver by nature, he serves as an advocate for his clients to make the resources of a big company easily accessible.
Daniel took an unusual path to a career in financial services, previously spending five years as a pitcher for the Philadelphia Phillies organization. He was drafted in the sixth round out of Northwestern University, where he earned his B.A. in History with a minor in Business. Daniel's industry experience started with Merrill Lynch in 2011 and continued at UBS. In that time, he developed strong portfolio management skills, gained wealth planning knowledge and served as a consultant to help optimize investment processes. Always striving to be the best, Daniel joined J.P. Morgan in 2019, drawn to the firm's powerful products, services and client-centric culture.
Daniel and his wife, Elizabeth, live in Highland Park with their daughters, Charlotte and Madeline, and their son, Henry. Together, they are active in their church, Highland Park United Methodist (HPUMC), and participate in their children's school activities at the HPUMC Day School. Daniel is a former board member of the Northwestern Alumni Association and has been involved with Habitat for Humanity since 2010. In his free time, he enjoys spending time with his family, as well as biking, running and golfing.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now