Daniel & Noll Wealth Management

Merrill Lynch Wealth Management
1 Cowboys Way
Suite 400
Frisco TX 75034
(940) 297.6993
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Managing your wealth requires insight, perspective, and professional skills. With over 150 years of combined experience, we pride ourselves on understanding what clients are looking for and the risks they are willing to take. Our team provides highly customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.
Daniel & Noll Wealth Management
Recognition
Charles Daniel
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2025
(Published on April 8, 2025. Rankings based on data as of June 30, 2024.)
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About Us
Philosophy

Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.

Meet Our Team
Charles Daniel,

CIMA®

Senior Vice President, Wealth Management Advisor
469.294.7068
Adam Noll
Senior Vice President, Senior Financial Advisor
940.297.6981
Gregory Coleman
Wealth Management Specialist
469.294.7069
Taylor Cook,

AWMA™, CRPC™

Financial Advisor
469.294.7994
Jennifer Aceves,

CFP®

Assistant Vice President, Wealth Management Associate
940.297.6993
Miriam Galev
Officer, Wealth Management Client Associate
469.294.7067
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.
Emily Carmona
Wealth Management Banking Specialist
Merrill
Dustin Riley
Wealth Management Lending Officer
NMLS #621657
Bank of America, N.A.
Kenneth Finke
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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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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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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.