Aimee Daniels
,
First Vice President, Senior Financial Advisor
NMLS #557773
800 E Colorado Blvd
Pasadena, CA 91101
626.396.2814
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I firmly believe I have a moral obligation to be a resource to my peers and to lend a helping hand when necessary. My goal is to simplify and bring clarity to my client's financial lives. By investing the time to truly understand each individual client, I am able to create a personalized wealth management strategy that reflects the client's unique financial goals and personal dreams.
Profile

Aimee Daniels has been in the securities industry since 1998. She holds the Chartered Retirement Planning Counselor designation, the Accredited Domestic Partnership Advisor designation and is a graduate of San Diego State University. In addition to volunteering for various charities in her community, Aimee was previously on the School Site Council and PTA boards for Altadena Elementary School and is the past president of the Pasadena Merrill Women's Exchange. Aimee and her husband, Harry, live in Altadena with their twins, Harry & Ruby.

Recognition
Working Mother "Top Wealth Adviser Moms", 2019-2020
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Click here to learn more about advisor recognitions
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Marcos M Lacson
Registered Senior Wealth Management Client Associate
626.304.1543
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Peter Khou
Wealth Management Banking Specialist
Merrill
Grace Chung
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637495
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Aimee Daniels is registered to do business in AZ, CA, GA, HI, IA, IL, MA, MD, NC, NV, NY, OR, SC, TX, VA.
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.