About Daniel

Daniel Zomback is a Wealth Advisor with J.P. Morgan Wealth Management.

As an integral member of The Canell Group, Danny's focus is on providing holistic wealth management services to affluent individuals, families, small businesses, C-suite executives and successful professionals. He employs a thoughtful approach in which he asks appropriate questions to gain a broad understanding of what clients are hoping to accomplish. He works closely to design integrated strategies across their overall financial scenario to help make these dreams a reality.

Danny believes one of the most important steps in wealth management is to perform a comprehensive analysis in order to determine an optimal financial direction. He helps clients evaluate their most appropriate asset allocation and then select investments that are consistent with their risk profile and objectives.

Before joining J.P. Morgan, Danny was a financial advisor at Merrill Lynch. Previously, he worked at AXA Advisors, where he received firm recognition for his exemplary style.

Danny grew up in New Rochelle, NY and graduated from the University of Delaware in 2018 with a major in Finance. He holds FINRA Series 7 and 66 securities licenses as well as Life, Accident and Health Insurance licenses.

Now living on the Upper West Side in New York City, Danny enjoys the restaurant scene, watching baseball and playing golf.

Insights

Outlook

Is a Goldilocks economy just a fairy tale?

May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now
Outlook

Testing the five big insights of our 2024 Outlook

May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read Now
Outlook

April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan

May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.