Dalton Davenport

Private Wealth Relationship Manager

Role: Private Wealth Relationship Manager at Merrill Lynch
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Dalton Davenport

Dalton joined the Westmoreland Group as a Private Wealth Relationship Manager in June of 2024. In his current role, he provides fundamental support in all phases of client service and client relationship building. Prior to joining the Westmoreland Group, Dalton worked at Morgan Stanley providing wealth management services to high net worth individuals.Dalton is originally from Alpharetta, Georgia. He attended Valdosta State University and obtained Bachelor\'s degrees in Finance and International Business. Dalton holds a CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, he holds the Series 7 and 66 FINRA registrations, and Life, Health and Variable Insurance licenses. In his free time, he enjoys playing competitive baseball and slow pitch softball in leagues around Atlanta, traveling, and spending time with his wife and pets.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.

Experience

Private Wealth Relationship Manager
Merrill Lynch
Jun 2024 — Present

Education

Valdosta State University
Bachelor's Degree
2012 — 2016

Contact information

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Current company

Merrill Lynch

Financial Services · 35K employees · New York, New York, United States

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html

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