Frederick, MD Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,478 advisors across 3,094 offices

Location

Frederick MD

Advisors at this office

1

Advisors at this office

Danielle T

Series 66

Frederick, MD

Merrill

Danielle Thibault is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial and wealth management. She provides wealth management and planning services primarily to clients in Northern Virginia, Washington D.C., and Maryland, with additional clients across various states. Danielle focuses on areas such as college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, women and wealth, and retirement income. Before joining Merrill Lynch in February 2020, Danielle served as a Financial Advisor at LPL Financial and was Director of Wealth Strategies at Capital One Financial Advisors. Her career began at Chevy Chase Financial Services. With extensive experience in both financial planning and investment management, she has created financial plans for high net worth clients and led managed money efforts at a national bank. Danielle holds a Bachelor's Degree from the University of Maine System and is a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor (PIA). She volunteers with Platoon 22, an organization dedicated to educating the community on PTSD and veteran and first responder suicide, supporting efforts in her home community of Frederick, Maryland. Outside of work, Danielle enjoys boxing, hiking, skydiving, and spending time with her family.

Wealth management General retirement planning Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.) Women Professionals Women's Finance Female Executives
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