Carson McDaniel Email & Phone Number
Wealth Management Advisor, Managing Director @ Merrill Lynch
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Carson McDaniel Location
- Charlotte, NC, US
Carson McDaniel Work
- Wealth Management Advisor, Managing Director @ (April 2005 - Present)
Carson McDaniel Education
- Yale School of Management- Executive education
Certified Private Wealth Advisor
2020-2021 - Oklahoma State University
Bachelor's Degree
1995-1998
Carson McDaniel Skills
- Estate Planning Services
- Investments
- Wealth Management
Carson McDaniel Summary
- Carson McDaniel, based in Charlotte, NC, US, is currently a Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management. Carson McDaniel holds a 2020 - 2021 Certified Private Wealth Advisor @ Yale School of Management- Executive education. With a robust skill set that includes Estate Planning Services, Investments, Wealth Management and more. Carson McDaniel has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Carson McDaniel?
Find contact details for 700 million professionals.
Others Named Carson McDaniel
Carson McDaniel
President
Houston, TX, US
Carson McDaniel
Vice President
Fallbrook, CA, US
Carson McDaniel
Store Operations Manager | Inventory Management
Mooresville, NC, US
Carson McDaniel
Associate
Chicago, IL, US
Top Merrill Lynch Employees
Steve Samuels
Managing Director
New York, NY, US
Brian Ubaldi
Managing Director, Merrill Capabilities Executive
New York, NY, US
Andrew Banhidi
Managing Director Global Head of Equities Technology
New York, NY, US
James Bradley
Chief Financial Officer
New York, NY, US
John O'Leary
Managing Director, Head of Investment Platforms
New York, NY, US
Michele Taub
Managing Director
New York, NY, US
Alexander Hack
Managing Director
New York, NY, US
Kimberly Lee
COO
New York, NY, US
Charu Mani
Managing Director
New York, NY, US
Gordana Warga
Chief Operating Officer for The Gsell Group
Far Hills, NJ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co