Hilary Daniel Email & Phone Number
Wealth Management Advisor @ Mercer Advisors
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Hilary Daniel Location
- Charlotte, NC, US
Hilary Daniel Work
- 2026 -now Wealth Management Advisor @
- 2025 -2026 Wealth Management Advisor @
- 2020 -2025 Financial Advisor @
- 2019 -2020 High Net Worth Relationship Management and Sales Consultant @
- 2013 -2019 High Net Worth Relationship Manager @
- 2011 -2013 Investment Specialist @
- 2006 -2011 Financial Advisor @
- 2005 -2006 Financial Advisor @
Hilary Daniel Education
- Strayer University
Master of Business Administration (MBA) (Finance and Financial Management Services)
2007-2009 - Monroe College-New Rochelle
Bachelor of Business Administration (BBA) (Computer and Information Sciences, General)
2001-2004
Hilary Daniel Skills
- Certified Financial Planner
- Series 7
- series 66
- Series 63
- Wealth Management
- Financial Planning
- Retirement Planning
- Investment Strategies
- Investment Advisory
- Investments
- Wealth
- Asset Allocation
- Financial Services
- Financial Analysis
- Finance
- Financial Markets
- Securities Regulation
- Investment Management
- Customer Relationship Management (CRM)
- Sales
- Working with Investors
- Customer Service
- Leadership
- Relationship Building
- Client Relations
- Series 65
- FINRA
- Wealth Management Services
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Research
Hilary Daniel Summary
- Hilary Daniel, based in Charlotte, NC, US, is currently a Wealth Management Advisor at Mercer Advisors. Hilary Daniel brings experience from previous roles at The Motley Fool, Modera Wealth Management and Vanguard. Hilary Daniel holds a 2007 - 2009 Master of Business Administration (MBA) in Finance and Financial Management Services @ Strayer University. With a robust skill set that includes Certified Financial Planner, Series 7, series 66, Series 63, Wealth Management and more. Hilary Daniel has 4 emails and 3 mobile phone numbers on RocketReach.
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