John M. Daniels
,
Wealth Management Advisor, Portfolio Manager
26 Century Hill Drive
Latham, NY 12110
518.782.4091
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

As a CFP® professional, John is committed to safeguarding family wealth through a customized wealth management process. John’s team has extensive experience in all aspects of wealth management planning: Investment Management, Trust & Estate Planning services, Tax Advantaged Strategies, and Retirement Consulting. Part of John’s ongoing commitment to clients is to stay current on best practices and methods through efforts such as maintaining the CIMA® and CPFA® designations.

John, his wife Colleen, and two children enjoy an active lifestyle in beautiful upstate NY, where he remains committed and involved in the community he loves. His main focus is to be a trusted source of financial guidance, helping clients pursue their financial objectives.   

- CERTIFIED FINANCIAL PLANNER practitioner
- Certified Investment Management Analyst® professional
- Certified Plan Fiduciary Advisor® designee
Affiliations
Board of Directors, Junior Achievement of Northeastern NY

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Stephen Stewart
Officer, Registered Wealth Management Client Associate
518.782.4052
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Ryan F Geer
Wealth Management Banking Specialist
Merrill
Andre Reguinho
Retirement Specialist
Bank of America, N.A.
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
John Daniels is registered to do business in CA, FL, IL, IN, MA, NC, NJ, NY, PA, VA, WA, WI.