Daniel Pegues is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over twenty years of experience in investment advising across registered securities and real estate. Before joining Merrill Lynch, Daniel assisted families of the armed forces with personal financial planning. He focuses on assisting entrepreneurs, small business owners, and corporate clients in achieving their personal and business financial goals through cash flow management, capital budgeting, monetary and benefits structuring, tax efficiency, and succession planning. Daniel earned a Bachelor of Science in Business Administration from The College of Charleston, with minors in Marketing, Supply-Chain Management, and Physics, and holds a Master of Business Administration from The Citadel. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Active in his community, Daniel supports various non-profit organizations such as the Preservation Society of Charleston and participates in a local wine tasting club. He enjoys sailing and equestrian activities and resides in Charleston, South Carolina, with his wife and son.