Daniel Lime Email
Senior Financial Planner @ Mercer Advisors
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Daniel Lime Location
- Houston, TX, US
Daniel Lime Work
- Wealth Advisor @ (August 2026 - Present)
- Senior Financial Planner @ (October 2025 - Present)
- Financial Planning Analyst @ (April 2024 - June 2025)
- Client Service Associate @ (March 2022 - April 2024)
- Customer Service Specialist @ (March 2020 - March 2022)
- Relationship Banker @ (November 2018 - March 2020)
Daniel Lime Education
- University of Houston
Bachelor of Science - BS (Mathematics)
- Boston University
Financial Planning Certificate
Daniel Lime Summary
- Daniel Lime, based in Houston, TX, US, is currently a Senior Financial Planner at Mercer Advisors. Daniel Lime brings experience from previous roles at Mercer Advisors, Tiras Wealth Management and J.P. Morgan. Daniel Lime holds a Bachelor of Science - BS in Mathematics @ University of Houston. Daniel Lime has 3 emails on RocketReach.
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