Carson McDaniel
- Role
- Wealth Management Advisor, Managing Director at Merrill Lynch
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Carson McDaniel
Carson is driven by helping others be charitable with their resources and time. He guides…
Experience
Wealth Management Advisor, Managing Director
Apr 2005 — Present
Certified Financial Planner Board of Standards, Inc owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the US.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & 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.
Skills
- Wealth Management
- Investments
- Estate Planning Services
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