Daniel Wimer
Daniel is an Assistant Vice President, Senior Financial & Senior Portfolio Advisor with Merrill Lynch Wealth Management. He and his team provide a wealth management plan centered around you and your family and a concierge service model backed by the resources of Merrill & Bank of America.
We center the future of our partner attorney and exec clients through a concierge service model backed by the institutional strength of Merrill and Bank of America. We specialize in tax-smart investing and wealth management planning designed to optimize your portfolio and simplify your financial life. We are accepting new clients earning high income, with increasing financial complexity, and at least $500K to invest including individual retirement accounts.
I entered this business with 1 primary goal and passion in mind: to help and serve others. With that, my main priority is a relentless dedication to you and helping you achieve your financial goals. We take a goals and planning based approach to assist you in building out your entire financial picture to align with your goals, objectives, values and lifestyle. We hold dearly to our duty of care for our clients, helping to give you the confidence we always have your best interest in mind.
Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Board of Standards, Inc. He has an extensive understanding of how each piece of a financial picture fits into the puzzle. He pairs this with the vast resources that Merrill has to offer to help make the complex simple for his clients.
Daniel lives in Fort Mill with his wife, and their young children. His interests include spending time with family and friends, exploring Charlotte’s food and drink scene, practicing and playing golf, and traveling with his wife. He is an avid sports fan, closely following the PGA Tour and his hometown Steelers.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
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.
