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Daniel Brea Email & Phone Number

Financial Advisor with over 20 years experience working with individuals, families, business owners, and retirees. at Total View Advisors
Location: Miami, Florida, United States 6 work roles 3 schools
1 work email found @bnymellonwealthmanagement.com 2 phones found area 212 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@bnymellonwealthmanagement.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Total View Advisors
Role
Financial Advisor with over 20 years experience working with individuals, families, business owners, and retirees.
Location
Miami, Florida, United States

Who is Daniel Brea? Overview

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Quick answer

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.

Company email context

Email format at Total View Advisors

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{first}.{last}@bnymellonwealthmanagement.com
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AeroLeads found 1 current-domain work email signal for Daniel Brea. Compare company email patterns before reaching out.

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Profile bio

About Daniel Brea

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.

Current workplace

Daniel Brea's current company

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Total View Advisors
Total View Advisors
Financial Advisor with over 20 years experience working with individuals, families, business owners, and retirees.
AeroLeads page
Company profile
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6 roles

Daniel Brea work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Total View Advisors

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 registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

Jun 2020 - Present

Wealth Manager Ii

Bny Mellon Wealth Management

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 advisors (attorneys and CPA's) to discuss estate and tax planning strategies within their portfolios. Voting member on the Southeast Trust Administrative Committee and the Florida Account Review Committee.

Jul 2008 - Mar 2020

Portfolio Officer

Bny Mellon Wealth Management

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.

Jul 2005 - Jun 2008
3 education records

Daniel Brea education

Master Of Business Administration (M.B.A.), Personal Financial Planning

University Of Miami Herbert Business School

Bachelor Of Business Administration (Bba), International Finance & Marketing

University Of Miami Herbert Business School

Education record

Christopher Columbus High School
FAQ

Frequently asked questions about Daniel Brea

Quick answers generated from the profile data available on this page.

What company does Daniel Brea work for?

Daniel Brea works for Total View Advisors.

What is Daniel Brea's role at 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.

What is Daniel Brea's email address?

AeroLeads has found 1 work email signal at @bnymellonwealthmanagement.com for Daniel Brea at Total View Advisors.

What is Daniel Brea's phone number?

AeroLeads has found 2 phone signal(s) with area code 212 for Daniel Brea at Total View Advisors.

Where is Daniel Brea based?

Daniel Brea is based in Miami, Florida, United States while working with Total View Advisors.

What companies has Daniel Brea worked for?

Daniel Brea has worked for Total View Advisors and Bny Mellon Wealth Management.

How can I contact Daniel Brea?

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.

What schools did Daniel Brea attend?

Daniel Brea holds Master Of Business Administration (M.B.A.), Personal Financial Planning from University Of Miami Herbert Business School.

What skills is Daniel Brea known for?

Daniel Brea is listed with skills including Wealth Management, Investments, Portfolio Management, Investment Strategies, Investment Management, Estate Planning, Private Banking, and Asset Management.

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