Danielle G Thibault, CFP® has over 25 years of Financial and Wealth Management experience. As a CERTIFIED FINANCIAL PLANNER® professional, Danielle takes a personalized approach to planning and managing client wealth. Danielle listens carefully to understand client’s priorities and goals during all financial planning and portfolio strategy conversations.
Prior to Merrill, Danielle served as Financial Advisor at LPL Financial and Director of Wealth Strategies at Capital One Financial Advisors. Danielle started her Wealth Management career at Chevy Chase Financial Services. Outside the office, Danielle is an active volunteer with several local organizations in her home community of Frederick, MD.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
