Merrill Lynch Financial Advisor Daniel T Mahoney

Feb 2023

As a wealth management advisor, Mr. Mahoney’s aim should be to effectively understand his clients needs, not simply evaluate risk profiles, and help his clients meet their investment goals.To excel in today’s global financial landscape, it is important to remain neutral when wealth management is used for very personal reasons.As the spouse of Mr. Mahoney’s 30+ year client, I was advised “Well, to be honest, Ann $50,000 is a lot of money in three months.” when I was in need of intensive therapy for complex post traumatic stress disorder related to various unfortunate life experiences and circumstances, after being repeatedly denied inpatient treatment by my spouse.Outpatient...read full review