Antwan S. Daniels
First Vice President, Wealth Management Advisor, Senior Portfolio Advisor at Merrill Lynch
- Role
- First Vice President, Wealth Management Advisor, Senior Portfolio Advisor at Merrill Lynch
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Antwan S. Daniels
Antwan is a First Vice President, Wealth Management Advisor, at Merrill Lynch Wealth Management in Pasadena, California. He advises clients in all areas of financial strategy including concentrated stock management, asset and liability management, trust and estate planning services, retirement planning services, and access to banking and lending services through Bank of America, N.A. Clients include entrepreneurs, C-level executives, entertainers, and foundations. As of August 2023, Antwan and his team are entrusted with over $400 Million in client balances. Antwan is a specially qualified Senior Portfolio Advisor. In addition to providing traditional advice and guidance, he draws his experience to help clients pursue their objectives by building and managing custom investment strategies; selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm\'s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. Antwan holds the Chartered Financial Consultant® (ChFC®), Sports & Entertainment Accredited Wealth Management Advisor - SE-AWMAand Certified Plan Fiduciary Advisor - CPFA designations. Antwan started his wealth management career at Merrill in 2012. His prior industry experience includes Financial Advisor roles at Morgan Stanley and JP Morgan. Prior to his wealth management career he was a media executive, most recently as Director of Underwriting for a Southern California NPR & PBS affiliate.
Experience
First Vice President, Wealth Management Advisor, Senior Portfolio Advisor
Oct 2015 — Present · Los Angeles, CA, US
Manage client wealth across asset classes including equities, fixed income, real estate, commodities, and private investments- Developed and implemented custom lending and portfolio management strategies, tailored to the unique needs and goals of clients- CRE, portfolio lending, jumbo mortgages, credit lines, and commercial loans- Advise clients on corporate recapitalizations, mergers and acquisitions, and exit strategies- Arrange financing for complex assets such as art, commercial jets, and yachts, as well as medical practices
Education
Bryant University
Certificate in Financial Planning
Long Island University
Business Administration
The American College of Financial Services
Financial Planning and Services
USC Leonard Davis School of Gerontology
Merrill Lynch Longevity Training Program
Skills
- Finance
- Management
- Investments
- Long/Short Equity
- Trading
- Financial Services
- Options Strategies
- Strategic Planning
- Real Estate Financing
- Fixed Income
- Us Equities
- Securities
- Investment Strategies
- Alternative Investments
- Public Speaking
- Private Equity
- Strategy
- Mergers & Acquisitions
- Financial Advisory
- Capital Markets
- Series 7
- Leadership
- Retirement Planning
- Commercial Banking
- Banking
- Mutual Funds
- Program Trading
- Risk Management
- Wealth Management
- Quantitative Risk Analysis
- Credit
- Financial Modeling
- Financial Analysis
- Global Tactical Asset Allocation
- Insurance
- Financial Risk
- Asset Management
- Commodity Markets
- Fx Derivatives
- Equities
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