Daniel Wimer Email & Phone Number
Senior Financial Advisor, Assistant Vice President @ Merrill Lynch
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Daniel Wimer Location
- Charlotte, NC, US
Daniel Wimer Work
- Senior Financial Advisor, Assistant Vice President @ (August 2023 - Present)
- Financial Advisor @ (May 2019 - July 2023)
- Investment Professional @ (September 2017 - May 2019)
Daniel Wimer Education
- Wake Forest University School of Professional Studies
CFP® Program
2020-2022 - Temple University Fox School of Business
Bachelor's Degree
2013-2017
Daniel Wimer Summary
- Daniel Wimer, based in Charlotte, NC, US, is currently a Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management. Daniel Wimer brings experience from previous roles at UBS and Vanguard. Daniel Wimer holds a 2020 - 2022 CFP® Program @ Wake Forest University School of Professional Studies. Daniel Wimer has 1 emails and 1 mobile phone numbers on RocketReach.
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