Broker Check
Danny Pereira, CFP®

Danny began his professional career as a Financial Advisor with Merrill Lynch, where he spent nearly seven years leading client relationships, creating financial plans, overseeing corporate retirement plans for business owner clients and developing new relationships. Danny then spent time at a family office, working closely and exclusively with ultra-affluent families, guiding them through their complex wealth management needs. Danny now joins HWA Financial Group, where he will be involved in every aspect of the client relationship. As part of asset management and financial planning services, he takes pride in getting to know clients at the deepest level to ensure a true understanding of their entire financial picture. From there, providing uniquely tailored guidance and advice to clients. 

Danny is a Registered Investment Advisor and a Certified Financial Planner®. He earned his bachelor’s degree from Salisbury University. Danny resides in Mount Airy, MD with his wife and three kids. When he’s not working, you can find him spending time with family and friends, fishing, hunting, golfing, and doing just about anything outdoors.