Daniel Brea

Daniel Brea Email and Phone Number

Financial Advisor with over 20 years experience working with individuals, families, business owners, and retirees. @ Total View Advisors
Daniel Brea's Location
Miami, Florida, United States, United States
Daniel Brea's Contact Details

Daniel Brea personal email

n/a

Daniel Brea phone numbers

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.

Daniel Brea's Current Company Details
Total View Advisors

Total View Advisors

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Financial Advisor with over 20 years experience working with individuals, families, business owners, and retirees.
Daniel Brea Work Experience Details
  • Total View Advisors
    Financial Advisor
    Total View Advisors Jun 2020 - Present
    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.
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  • Bny Mellon Wealth Management
    Wealth Manager Ii
    Bny Mellon Wealth Management Jul 2008 - Mar 2020
    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.
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  • Bny Mellon Wealth Management
    Portfolio Officer
    Bny Mellon Wealth Management Jul 2005 - Jun 2008
    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.
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  • Bny Mellon Wealth Management
    Portfolio Officer Assistant
    Bny Mellon Wealth Management Jul 2003 - Jun 2005
    New York, Ny, Us
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  • Bny Mellon Wealth Management
    Portfolio Administrator
    Bny Mellon Wealth Management Jul 2001 - Jun 2003
    New York, Ny, Us
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  • Bny Mellon Wealth Management
    Investment Specialist I
    Bny Mellon Wealth Management Feb 2000 - Jun 2001
    New York, Ny, Us
    View

Daniel Brea Skills

Wealth Management Investments Portfolio Management Investment Strategies Investment Management Estate Planning Private Banking Asset Management Wealth Management Services Wealth Asset Allocation Securities Financial Advisory Alternative Investments Retirement Planning Financial Planning Equities Strategy Strategic Financial Planning High Net Worth Individuals

Daniel Brea Education Details

  • University Of Miami Herbert Business School
    University Of Miami Herbert Business School
    Personal Financial Planning
  • University Of Miami Herbert Business School
    University Of Miami Herbert Business School
    International Finance & Marketing
  • Christopher Columbus High School
    Christopher Columbus High School

Frequently Asked Questions about Daniel Brea

What company does Daniel Brea work for?

Daniel Brea works for Total View Advisors

What is Daniel Brea's role at the current company?

Daniel Brea's current role is Financial Advisor with over 20 years experience working with individuals, families, business owners, and retirees..

What is Daniel Brea's email address?

Daniel Brea's email address is da****@****ent.com

What is Daniel Brea's direct phone number?

Daniel Brea's direct phone number is +121292*****

What schools did Daniel Brea attend?

Daniel Brea attended University Of Miami Herbert Business School, University Of Miami Herbert Business School, Christopher Columbus High School.

What are some of Daniel Brea's interests?

Daniel Brea has interest in Golf, Boating, Fishing.

What skills is Daniel Brea known for?

Daniel Brea has skills like Wealth Management, Investments, Portfolio Management, Investment Strategies, Investment Management, Estate Planning, Private Banking, Asset Management, Wealth Management Services, Wealth, Asset Allocation, Securities.

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