top of page

Mentor Biography

Charles Daniel

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

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

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. 

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

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.

bottom of page