Please complete the CAPTCHA to continue
@bnymellonwealthmanagement.com
✓
2 phones found area 212
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Daniel Brea is listed as Financial Advisor with over 20 years experience working with individuals, families, business owners, and retirees. at Total View Advisors, based in Miami, Florida, United States. AeroLeads shows a work email signal at bnymellonwealthmanagement.com, phone signal with area code 212, and a matched LinkedIn profile for Daniel Brea.
Daniel Brea previously worked as Financial Advisor at Total View Advisors and Wealth Manager II at Bny Mellon Wealth Management. Daniel Brea holds Master Of Business Administration (M.B.A.), Personal Financial Planning from University Of Miami Herbert Business School.
This section adds company-level context without repeating Daniel Brea's masked contact details.
AeroLeads found 1 current-domain work email signal for Daniel Brea. Compare company email patterns before reaching out.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Listed skills include Wealth Management, Investments, Portfolio Management, Investment Strategies, and 16 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Total View Advisors is a full service advisory group offering services in financial, business, retirement and personal/family planning.Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Total View Advisors is not a.
New York, NY, US
Primary role is to work directly with clients to ensure that their overall investment and wealth management objectives are met. This includes establishing investment objectives, implementation of an investment strategy, and ongoing monitoring of strategy to ensure it remains within the client’s overall goals. Other roles include collaberating with clients.
New York, NY, US
Primary role is to work directly with clients to ensure that their overall investment and wealth management objectives are met. This includes establishing investment objectives, implementation of an investment strategy, and ongoing monitoring of strategy to ensure it remains within the client’s overall goals.
Quick answers generated from the profile data available on this page.
Daniel Brea works for Total View Advisors.
Daniel Brea is listed as Financial Advisor with over 20 years experience working with individuals, families, business owners, and retirees. at Total View Advisors.
AeroLeads has found 1 work email signal at @bnymellonwealthmanagement.com for Daniel Brea at Total View Advisors.
AeroLeads has found 2 phone signal(s) with area code 212 for Daniel Brea at Total View Advisors.
Daniel Brea is based in Miami, Florida, United States while working with Total View Advisors.
Daniel Brea has worked for Total View Advisors and Bny Mellon Wealth Management.
You can use AeroLeads to view verified contact signals for Daniel Brea at Total View Advisors, including work email, phone, and LinkedIn data when available.
Daniel Brea holds Master Of Business Administration (M.B.A.), Personal Financial Planning from University Of Miami Herbert Business School.
Daniel Brea is listed with skills including Wealth Management, Investments, Portfolio Management, Investment Strategies, Investment Management, Estate Planning, Private Banking, and Asset Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts