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Daniel Zomback | Financial Advisor

Profile img for Daniel Zomback, financial advisor at Wells Fargo Advisors
New York, NY
Daniel Zomback
Financial Advisor
Senior Financial Advisor at
Wells Fargo Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
As an integral member of The Canell Group of Wells Fargo Advisors, Danny's focus is on providing holistic wealth management services to affluent individuals, families, small businesses, C-suite executives and successful professionals. He employs a thoughtful approach in which he asks appropriate questions to gain a broad understanding of what clients are hoping to accomplish. He works closely to design integrated strategies across their overall financial scenario to help make these dreams a reality. Danny believes one of the most important steps in wealth management is to perform a comprehensive analysis in order to determine an optimal financial direction. He helps clients evaluate their most suitable asset allocation and then select investments that are consistent with their risk profile and objectives. Now living on the Upper West Side with his Fiancé in New York City, Danny enjoys playing golf, fantasy football and family BBQ's.
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Specialties and Expertise

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Portfolio Construction
High Net Worth Planning
Tax Minimization Investment Strategies
College Planning
Business Ownership Strategies
Retirement Income

Clientele

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Business Owners
Professional Athletes
Corporate Executives
High Net Worth Individuals
Inheritors

Education

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University of DelawareBachelors Year Obtained: 2018
Quick Facts About Daniel
Years of Experience:6 yearsMember since:2025Average Account Size:$500,000

Services Provided

How I help my clients

Business Retirement Solutions

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Investment Management

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Retirement Planning

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Estate Planning Strategies

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Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
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New York, NY
Daniel Zomback
Financial Advisor
Senior Financial Advisor at
Wells Fargo Advisors
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Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Member FINRA/SIPC.
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile last updated: 01-21-2025