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Aimee D
Series 63, Series 65
Altadena, CA
Merrill
Aimee Daniels is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the securities industry since 1998 and focuses on areas including education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Aimee holds the Chartered Retirement Planning Counselor (CRPC) designation, the Accredited Domestic Partnership Advisor (ADPA) designation, and the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from San Diego State University. She is also involved with professional organizations such as the Merrill Lynch Women's Exchange. In addition to her professional work, Aimee participates in community activities including involvement with Altadena Arts Magnet and Sierra Madre Middle School. Her personal interests include baseball, football, gardening, knitting and crocheting, softball, and spending time with her family.
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