Daniel Jones
I entered the financial advising industry in 2025 following my graduation from UNC Wilmington, and joined Merrill in 2026. Advising gives me the opportunity to serve others on a personal and professional level by providing clarity, direction, and support that go beyond traditional financial planning, helping clients find peace and bring purpose to every decision.
I was born and raised in Charlotte, graduating from Carmel Christian in 2021. Outside of work, I am involved in my church and enjoy working out, playing/watching sports (golf, football, basketball, pickleball, etc.), and spending time with friends and family.
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.
