Dalton Waldrop
Wealth Management Advisor, Vice President at Merrill Lynch
Based in Boulder, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Boulder
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
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Background
About Dalton Waldrop
Dalton Waldrop joined Merrill Lynch Wealth Management in 2019 after working for J.P. Morgan. Dalton works with clients to help them define their long-term goals and develop financial strategies designed to reach those goals. He works best with clients that wish to develop long-term, meaningful relationships. Within the Lawrence - Waldrop Group, Dalton's areas of emphasis are wealth planning, business lending, financial services, and more.Dalton lives in Erie with his wife Angela, who works in education, and their two daughters. Outside of work Dalton loves being outdoors with his family, taking full advantage of all of the opportunities that Colorado has to offer. He also coaches his daughters basketball teams.*Lending Services are through Bank of America, N.A, NMLS # & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.
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