Lisa Daniel
,
Vice President, Wealth Management Advisor
NMLS #633333
1424 State Street
Santa Barbara, CA 93101
805.963.6331
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Mission Statement: There is a constant in life - one defined by a never ending need to care for what matters most to you. Whether considering family, home, health, giving, work, leisure, or retirement, you have goals and concerns that are important to you. While the order of importance of these priorities changes as life progresses, the basic tenet of caring for those you love most remains fixed to your core values and beliefs.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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
Joanne R Farrell
Wealth Management Associate
805.963.6379
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.
Ally Bowdoin
Wealth Strategies Advisor
Tadeh Baghmouri
Wealth Management Lending Officer
NMLS #637498
Merrill Lynch Logo
Farzaneh Zand
Wealth Management Banking Specialist
Merrill
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Lisa Daniel is registered to do business in AZ, CA, CO, CT, HI, ID, MD, MI, MN, NY, VA, WA.