Verified recordFinancial Services

Brett McDaniel

Senior Financial Advisor, Assistant Vice President at Merrill Lynch

Based in Bloomington, United States

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Seniority

Department

Finance & Accounting

Location

Bloomington

Industry

Financial Services

Company size

35K

Contact information

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b•••••••@ml.com

Phone

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Background

About Brett McDaniel

After working in the banking industry as a personal banker and branch manager, I moved to Merrill in January, 2015 to begin working with families and business owners on their preparation towards retirement. My goal is to bring the planning resources of Merrill and the knowledge that I have gained from my experiences and education to the people who need it most. I wish to grow my reputation as a trusted advisor throughout the midwest based on outstanding service and planning unmatched by others in the industry. Although I love my work, my family is the most important part of my life. I have a wife and three children that I try to spend as much time with as I can. We enjoy going on family walks, playing games, and sports. I also try to stay active through running and local soccer leagues.

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