William Daniels's Location
Williamsport, PA, US
William Daniels's Work
- Financial Advisor @ Janney Montgomery Scott LLC
- Financial Advisor @ Wells Fargo Advisors
- Wealth Management Banker @ Merrill Lynch
- Financial Advisor @ Merrill Lynch
- Sales @ Blue Cross of Northeastern Pennsylvania
- Sales @ McBee
William Daniels's Education
- Bloomsburg University of Pennsylvania
Bachelor of Science (BS) (History)
1990 - 1995 - Montoursville Area High School1986 - 1990
William Daniels's Skills
- Insurance
- Financial Advisory
- Strategic Planning
- Financial Analysis
- Risk Management
- Retirement Planning
- Wealth Preservation Planning
- Investments
- 401k Planning
- Business Owner Planning
William Daniels's Summary
William Daniels, based in Williamsport, PA, US, is currently a Financial Advisor at Janney Montgomery Scott LLC, bringing experience from previous roles at Wells Fargo Advisors, Merrill Lynch and Blue Cross of Northeastern Pennsylvania. William Daniels holds a 1990 - 1995 Bachelor of Science (BS) in History @ Bloomsburg University of Pennsylvania. With a robust skill set that includes Insurance, Financial Advisory, Strategic Planning, Financial Analysis, Risk Management and more, William Daniels contributes valuable insights to the industry. William Daniels has 1 email on RocketReach.
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