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Merrill Advisor Dana Locniskar One of Forbes 2021"Best-in-State"

Troy Private Wealth Advisor is Recognized on Forbes List for 4th Straight Year

Dana Locniskar
Dana Locniskar

Merrill advisor Dana Locniskar has been named one of Forbes 2021 "Best-in-State" wealth advisors. Locniskar, who joined Merrill in 1970, has built an investment group in wealth management for high net-worth individuals, families and institutions. He focuses on wealth management, concentrated stock strategies, philanthropic planning, trust and estate planning services.

Dana has been recognized by Forbes in its list of “America’s Top Wealth Advisors” in 2016-2020 1, and its “Best-in-State Wealth Advisors” list in 2018-2021. He serves on the boards of the Community Foundation for Southeast Michigan, City Year Detroit, Teach for America Detroit and the Futures Foundation. He is chairperson of the Beaumont Foundation Planned Giving Committee. He is Trustee Emeritus of Detroit Public Television and Beaumont Hospitals Foundation.

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