Dane Runia is a leader of the Runia Group within Merrill Private Wealth Management. Dane works closely with individuals and families who have attained extraordinary financial success, helping them preserve, transfer, and steward their wealth effectively. He looks to build lasting relationships that are squarely focused on each client’s priorities and needs. Diligent and discreet, Dane directs tailored initiatives that harness the capabilities of his team and the wider firm to pursue client goals with forethought and purpose. He enjoys the dynamic nature of capital markets, refining the team’s investment outlook relative to changing economic environments and themes. He strives to make clients’ lives easier and more fulfilling, embodying the service ethic that is an essential underpinning of the Runia Group’s outreach.
Dane joined Merrill in 2006. He earned his B.S. in Business Finance from Brigham Young University. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Chartered Retirement Planning CounselorSM(CRPC) designation, the Certified Private Wealth Advisor (CPWA) designation administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The University of Chicago Booth School of Business, and the Certified 401(k) Professional (C(k)P) designation, as well as Series 7, 66 and 31 FINRA Registrations.
Dane has received national recognition as a leading Financial Advisor. He was named to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, and 2020, taking the #1 spot in the state of Utah each year. He was also included in Barron's "Top 100 Financial Advisors" list in 2019 and 2020 and named as #1 in the state of Utah in Barron's 2018, 2019, and 2020 "America's Top 1200 Financial Advisors State-by-State". On Wall Street named him in its "Top 40 Advisors Under 40" in 2018, 2019, and 2020 and placed him as #1 on the list in each year. Financial Times named him in its "400 Top Financial Advisers" in 2020. Forbes/SHOOK named Dane as one of "America's Top Next-Generation Wealth Advisors" in 2018, 2019, and 2020. In addition, he was named to the Barron's "Top 50 Private Wealth Management Teams" list as a member of the team, April 2020.
Dane lives in Provo, Utah, with his wife Stacy and their four children. Active in his church, he also volunteers as a pilot with Angel Flight West, a nonprofit organization that arranges free, non-emergency air travel for children and adults with serious medical conditions and other compelling needs. Additionally, he serves on the board of Thanksgiving Point Institute, Inc. which is a nonprofit farm, garden, and museum complex that draws upon the natural world to cultivate transformative family learning. In his free time, Dane enjoys basketball and a range of outdoor activities, including waterskiing, backpacking, endurance fitness events, and golf.
*Source: The Forbes "Top Next-Generation Wealth Advisors" list, July 22, 2020. For more information about the selection criteria, go to http://details-he.re/oRxT00 . Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: The Barron's "Top 1,200 Financial Advisors" list, March 13, 2020. For more information about the selection criteria, go to http://details-he.re/kpyVu9 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: The On Wall Street's "Top 40 Advisors Under 40" list, January 2020. For more information about the selection criteria, go to http://details-he.re/o4tv1C . On Wall Street is a trademark of SourceMedia. All rights reserved.
*Source: The Barron's "Top 100 Financial Advisors" list, April 17, 2020. For more information about the selection criteria, go to http://details-he.re/hSrROE . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: The Financial Times "400 Top Financial Advisers" (FT 400) list, April 16, 2020. For more information about the selection criteria, go to http://details-he.re/fTgbvQ. The Financial Times "400 Top Financial Advisers" (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. All rights reserved. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.
*Source: The Barron's "Top 50 Private Wealth Management Teams" list, April 17, 2020. For more information about the selection criteria, go to http://details-he.re/oCSYX0. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
*These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
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