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.