Corey Ben Daniels
Advisor at Merrill — Miami, FL Brickell Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
11 years
Location
Miami, FL 33131
Merrill
Institution
Corey Daniels is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2013 with Lee, Nolan, and Koroghlian, LLC in Manhattan, where he was recognized by Massachusetts Mutual Life Insurance Company as a rising leader. At Merrill Lynch, Corey provides clients with access to investment resources of Merrill and banking convenience of Bank of America to address various aspects of their financial lives.
Corey's expertise includes asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. He works closely with clients to identify their primary financial goals and commits to crafting strategies designed to build, manage, and preserve wealth for current and future generations. His client focus areas span college education planning, retirement planning, philanthropic planning, socially responsible investing, and small business strategies.
A graduate of the Kelley School of Business at Indiana University with a Bachelor of Science degree in Finance, Corey holds the Personal Investment Advisor (PIA) designation. He is actively involved in the community through his support of organizations such as the Greater Miami Jewish Federation, and serves on various professional committees and leadership boards. Outside of work, Corey enjoys traveling, scuba diving, spending time with family, biking, cooking, and football.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL Brickell Ave
701 Brickell Ave, Pbig Florida Pwm Brickell
Miami FL 33131
Advisors at this office
229
Florida
11 years of industry experience
BANK of AMERICA, N.A.
2016 - Present • 10 years
Miami, FL
Merrill
2016 - Present • 10 years
Miami, FL
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