Nathan McDaniel
,
Financial Advisor
3200 Flagler Ave
Key West, FL 33040
305.295.2349
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You’ll find I’m committed to building and maintaining a strong relationship with you—a relationship that can help you focus on your full financial picture and concentrate on what may be the most important financial decisions of your life.
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.

About Me
Focus On – High-Net-Worth Individuals and Business Owners

I offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

The team's industry knowledge and experience helps them provide you with:

  • Potential risk management strategies
  • Trust and estate planning services
  • Tax-minimization strategies
  • Access to Bank of America for your credit and banking needs

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Meet Our Professional Staff
Michelle D Disdier
Wealth Management Client Associate - RDA
305.295.2326
Michael DeRoche
Assistant Vice President, Investment Management Specialist
305.295.2347
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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Nathan McDaniel is registered to do business in AL, CA, CO, CT, DE, FL, GA, IA, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WI, WV, WY.