Dan Carrion

Dan Carrion Financial Advisor CRPC, AWMA With a strong foundation in finance and extensive hands-on market experience, Dan brings a unique and comprehensive perspective to financial advising. Holding a Bachelor of Science in Finance from Rutgers University and an MBA from Pace University, Dan combines academic rigor with real-world expertise. Early in his career, Dan gained invaluable experience trading commodity futures and options on the NYMEX trading floor, developing deep insights into market dynamics and risk management. Building on this expertise, Dan founded and operated a successful commodities brokerage firm, honing entrepreneurial skills and a client-focused approach. Pivoting to financial advisory, Dan spent three years at Merrill Lynch where he helped clients navigate complex investment landscapes and developed tailored financial strategies. Now at Wells Fargo Advisors, Dan continues to provide personalized guidance to help clients achieve their financial goals with confidence and clarity. Committed to delivering exceptional service and transparent advice, Dan is dedicated to empowering clients through education, strategic planning, and disciplined investment management. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.