Daniel WhiteDaniel WhiteManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In-State
2025 • 2024 • 2023
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
About Daniel
Daniel White is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a co-founder and leader of The McNamee White Group, Daniel provides wealth management services, including estate planning, asset allocation, and equity and fixed income management to multi-generational families and institutions. He has earned a number of industry accolades for his work in private wealth management.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Daniel was a Managing Director and Wealth Manager at First Republic Investment Management, which he joined in 2020. Previously, he was a Managing Director and Private Wealth Advisor at Merrill Lynch Private Wealth Management, where he served for 25 years.
Daniel is a graduate of Centenary College.
Markets and Economy
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
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'Liberation Day' in retrospect: 6 things that surprised investors
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Wealth Planning
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October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
Family Legacy
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Retirement
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Wealth Planning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
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Family Legacy
Make philanthropy a family affair
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Markets and Economy
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read Now
Markets and Economy
Government shutdown pauses jobs report: What’s the impact for the Fed?
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A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read NowMarkets and Economy
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowWealth Planning
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October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowFamily Legacy
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowRetirement
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWealth Planning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowFamily Legacy
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowMarkets and Economy
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowMarkets and Economy