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® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now