Charles Daniel
Wealth Management Advisor, Senior Vice President at Merrill Lynch
Based in Frisco, United States
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Seniority
Director
Department
Finance & Accounting
Location
Frisco
Industry
Financial Services
Company size
35K
Contact information
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c•••••••@ml.com
Phone
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Background
About Charles Daniel
I have been in the financial services industry for more than 20 years, having been a capital markets trader, a financial advisor, and an investment portfolio manager. I chose to be part of the financial services industry to help others. As a witness to challenges faced by important people in my life, I recognized the need for a professional and caring team to help others realize the life they want. My primary purpose is to help others define their goals, establish a wealth management strategy centered on their priorities and then help them manage the inevitable changes in life.
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