Charles Daniel is a wealth management advisor at Merrill Lynch and a certified investment management analyst (CIMA).

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Merrill Lynch is an investing and wealth management division of Bank of America. Merrill Lynch also engages in prime brokerage and broker-dealer activities.

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Mr. Daniel meets regularly with a variety of clientele and discusses the best financial course of action for them based on their specific needs and desires. 

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Mr. Daniel strives to help others realize the life they want through dedicated and caring wealth management.

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I am extraordinarily grateful that Mr. Daniel has decided to be my mentor. I am beyond excited to learn from his expertise and discover what it means to work in the finance industry. I look forward to many meetings and learning experiences with Mr. Daniel.

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