Antwan Daniels
,
First Vice President, Wealth Management Advisor
NMLS #1253091
800 E Colorado Blvd
Pasadena, CA 91101
626.304.1550
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

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 January 2024, 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-AWMA and 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. 

Antwan is committed to his family and philanthropic causes. He lives in Claremont, CA with his wife Kisha and children.

About Me
Welcome

My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Meet Our Professional Staff
Scott D. Bernal
Wealth Management Client Associate
626.356.2081
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.
Lourdes A Trillo
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637482
Matthew Serret
Wealth Management Banking Specialist
Merrill
Gayane Rubyan
Structured Credit Executive
Bank of America, N.A.
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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Antwan Daniels is registered to do business in AZ, CA, CT, DC, FL, GA, MD, NC, NM, NV, NY, PA, TX, UT, WA.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.