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.
Investing
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Family Legacy
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Investing
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Family Legacy
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Fraud
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Outlook
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July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInvesting
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July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read NowMarkets
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read NowInvesting
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July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowFamily Legacy
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowFraud
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read NowOutlook
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read NowMarkets