Aimee Daniels
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.
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.
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.
