

Industry Accolades
- Best-In-State Wealth AdvisorsForbes, 2020, 2023
- Top Advisor Rankings by StateBarron's, 2018
- Best-in-State Wealth Management TeamsForbes, 2023
Forbes/SHOOK Top Wealth Advisors Best-In State (04/04/23, data as of 06/30/22); (08/25/20, data as of 03/31/20). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top 1,200 U.S. Financial Advisors (03/08/18). Data as of 09/30/17. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
- Wealth Management Experience Since 1992Daniel White is a Managing Director and Wealth Manager with First Republic Investment Management. Mr. White joined First Republic in 2020. Prior to joining First Republic, Mr. White was a Managing Director and Private Wealth Advisor with Merrill Lynch Private Wealth Management, which he joined in 1996. He provides wealth management services, including estate planning, asset allocation, and equity and fixed income management, to multigenerational families and institutions.
- EducationMr. White is a graduate of Centenary College.
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