Dalton Waldrop is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2008 and joined Merrill in 2019 after over a decade of experience with JP Morgan Chase and AXA Advisors. Dalton serves clients by developing comprehensive wealth management strategies tailored to individual needs, emphasizing strong relationships and straightforward communication to navigate the complexities of growing affluence. His expertise includes corporate benefits, executive and equity compensation services, family wealth management, legacy planning, retirement income strategies, philanthropic planning, portfolio management, and tax minimization. Dalton is a Certified Private Wealth Advisor® (CPWA®), a Certified Exit Planning Advisor (CEPA®), a Certified Plan Fiduciary Advisor (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's degree in finance from the University of Northern Colorado. Outside of his professional work, Dalton enjoys biking, swimming, and spending time with his family. He lives in Erie with his wife and two daughters, where they engage in outdoor activities such as camping, hiking, snowmobiling, and mountain biking. Dalton has also participated in coaching youth sports and supports his daughters' involvement in softball, track, and theatre.