Maller Wealth Advisors Names Dan Ebinger Senior Client Relationship Manager

10/2/17

Dan Ebinger

Maller Wealth Advisors, a national wealth management firm based in Hunt Valley, named Dan Ebinger as senior client relationship manager. In his position, Ebinger prepares comprehensive and personalized financial plans for clients going through the on-boarding process, presents annual- and semi- annual reviews to current clients, and leads the Investment Committee.

Prior to joining Maller Wealth Advisors, Ebinger was a business consultant with Symmetry Partners, an investment advisory and portfolio management company based in Hartford, Connecticut. Previously, he was an associate financial planner with Wellness Financial Advisors and, before that, with Capital Financial Group, both firms located outside Nashville, Tennessee.

Ebinger is a chartered financial analyst charterholder, Series 65 registered, and belongs to the CFA Society Baltimore. He holds a Bachelor of Business Administration in finance from Belmont University and a Bachelor of Arts from the University of Maryland, College Park. He lives in Arnold, Maryland.

Maller Wealth Advisors, headquartered in Hunt Valley, Maryland, is a national wealth management firm providing sophisticated investment strategies, comprehensive financial planning, risk management services, business succession planning and employee benefits to successful business owners, accomplished professionals and high net-worth individuals.

Peter Maller is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Maller Wealth Advisors is not an affiliate of Lincoln Financial Advisors Corp

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