Danny Lattanzi ChFC®, SE-AWMA™
The Weber Group at Merrill Lynch Wealth Management
Boston,
Massachusetts
About
Company name
Business title
Senior Vice President, Wealth Management Advisor
Contact
How to contact
daniel.lattanzi@ml.com
Professional Profile
Call Me When
You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
Professions
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Debt
ESOPs
Estate planning
Retirement
Exit/Transition Planning
Professional Certification
ChFC®, SE-AWMA™
Client Industries
Financial Services
Health/Pharma/Biotech
Real Estate/Construction
Chapter information
Membership
Greater Boston Sponsor
Member since
Member for 1 year
Sponsorship Type
Silver
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2025 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2025 XPX Global LLC. All Rights Reserved.
