Daniel Beaudrie,
Financial Advisor
My name is Daniel Beaudrie, and I’m a Merrill Financial Solutions Advisor, I’ll start by taking the time to get to know you and understand what’s important to you so I can help you develop strategies to pursue your short-, mid-, and long-term goals. I’ll serve as your resource for everything from general investing to retirement planning to saving for the unexpected. I can also provide access to Bank of America specialists for banking, credit, home financing and small business solutions. Together we’ll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.
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.
