Corey Daniels

Background

About Corey Daniels

Corey began his financial services career in 2013 with Lee, Nolan, and Koroghlian, LLC in Manhattan, where he was quickly recognized by Massachusetts Mutual Life Insurance Company as a rising leader. Corey is a graduate of the Kelley School of Business at Indiana University with a Bachelor of Science degree in Finance. In joining Merrill Lynch Wealth Management, Corey provides access to the investment resources of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. He works with clients to help identify their primary goals and needs-including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services-and then commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations. Corey is an active leader in the community as a supporter of a number of charitable organizations, including the Greater Miami Jewish Federation. In his spare time, Corey enjoys traveling, scuba diving, spending time with family, and is an avid sports fan.*Asset allocation does not ensure profit or protect against loss in declining markets.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.