Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024 • 2023
Top Wealth Management Teams Best-In-State
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

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now