PROFESSIONAL PROFILE
Daniel Cutter is a Certified Special Needs Advisor and has been in the financial industry since 1999. He earned his MBA in Finance from the University of San Francisco. He is a special consultant of Special Needs Trusts: Planning, Drafting, and Administration through the California Continuing Education of the Bar (CEB). He serves on the Board of the YMCA in Berkeley.
Scott MacDonald is a Vice President and Certified Special Needs Advisor. He has over 21 years experience with Merrill Lynch. He is a special consultant of Special Needs Trusts: Planning, Drafting, and Administration through the California Continuing Education of the Bar (CEB) and has lectured extensively for the National Guardianship Association and the Professional Fiduciary Association of California.
John Stevens Jr is a Senior Registered Client Associate and Notary. He has been with Merrill Lynch for more than 25 years. John goes by his middle name "Mark". Mark is responsible for client administration and servicing for our group.
Darenda Rangel is a Registered Client Associate. She started at Merrill Lynch in 1995. Darenda is responsible for the day-to-day operations of our group.
Kristie Homen is an Intern. She has only been working with our group for a short period of time, but has made significant contributions in the day-to-day operations of our group.
We focus on improving the financial well being of individuals of special need regardless of their age or disability. We advocate a collaborative approach to Wealth Management by drawing upon an extensive network of multi-disciplined professionals and advocates to help our clients attain financial success. We seek to promote understanding of the special needs community and to improve the self reliance of special needs persons, their families and caregivers.
We provide a full suite of corporate trustee services through Merrill Lynch Trust Company (MLTC), one of the largest providers of trust services in the United States. MLTC can act as trustee or co-trustee to provide full trust administration and fiduciary investment management services.
Alternatively, we can provide professional or family trustees with a variety of agency services, including principal and income accounting, bill payment, distribution and valuation assistance, charitable trust administrative services, fiduciary income tax preparation and fiduciary guidance.
Our Mission is to provide centralized access to financial and practical resources for clients with a wide variety of special needs. We have distinctive specialized training and experience to provide turnkey solutions for the singular needs of these special clients. We provide customized financial planning and asset management for families with special needs loved ones, including; Special Needs Trusts, Pooled Special Needs Trusts, Conservatorships, Guardianships, Charitable Trusts, Generational Skipping Trusts and a variety of Family Trusts.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com