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Daniel Goettel Jr. Email & Phone Number
Merrill Financial Solutions Advisor
at
Merrill Lynch
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✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Merrill Financial Solutions Advisor
Location
Cockeysville, Maryland, United States
Company size
Who is Daniel Goettel Jr.? Overview
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Quick answer
Daniel Goettel Jr. is listed as Merrill Financial Solutions Advisor at Merrill Lynch, a company with 34842 employees, based in Cockeysville, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Daniel Goettel Jr..
Daniel Goettel Jr. previously worked as Financial Advisor at Prudential Financial and Lifeguard/Water Safety Instructor at Rock Spring Swim Club Inc. Daniel Goettel Jr. holds Bachelor'S Degree, Finance, General from University Of Maryland - Robert H. Smith School Of Business.
Company email context
Email format at Merrill Lynch
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Merrill Lynch
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Profile bio
About Daniel Goettel Jr.
As a Financial Advisor, I help : individuals, families, small businesses grow their assets for the long term. I take this mission very seriously and work closely with my clients to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge, and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternativestrategies to help protect your assets
Listed skills include Leadership, Professionalism, Communication, Collaboration Tools, and 2 others.
Current workplace
Daniel Goettel Jr.'s current company
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Merrill Lynch
7 roles
Daniel Goettel Jr. work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current- Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs
- Develops customized ideas and solutions for each client
- Specializes in helping clients meet their protection needs through a variety of insurance products
May 2023 - Present
Lifeguard/Water Safety Instructor
-Obtained and used my CPR/AED, lifeguarding, and First Aid certifications to save 5 lives-Facilitated and taught 15 different classes of 10 children and adults each summer-Created my own schedule to teach private lessons to students when not scheduled with a class or lifeguarding
May 2017 - May 2023
Region Manager/Market Coordinator
Barossa Nappa Vineyards And Estates
-Created and presented market analysis and cost forecasting research for distributor activity to brand owners and advisors.-Involved in wine pairing and blending for yearly vintages of estate wines.-worked with winery principals to attend, survey, and present at trade shows and key consumer events nationwide.
Jun 2018 - Oct 2022
Sales Associate
-Worked towards sales goals while persuading customers to spend on expensive luxury goods-Achieved highest grossing sales representative for two consecutive years, exceeding target goal by 157%
Nov 2017 - Dec 2020
Sales Lead
-Consulted customers on over 50 new products and the benefits of CBD for therapeutic use-Promoted our brand in a newly emerging and highly competitive health care market
Jul 2019 - Apr 2020
Assistant Manager
-Leveraged product knowledge to sell, package, and ship over 50 pairs of both affordable and stylish footwear daily-Accountable for inventory management, scheduling, and payroll while enforcing sales goals to maximize team success
Sep 2018 - Jan 2020
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 34842 employees →
JS
John Shreenan, Cima, Csna
Colleague at Merrill LynchHingham, Massachusetts, United States, United States
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TB
Tricia Burkett
Colleague at Merrill LynchNew Orleans, Louisiana, United States, United States
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RK
Rick Koontz
Colleague at Merrill LynchTempe, Arizona, United States, United States
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MR
Miguel Ramirez, Awma™, Crpc™
Colleague at Merrill LynchMiami, Florida, United States, United States
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TR
Tyler Ramirez, Crpc™
Colleague at Merrill LynchParamus, New Jersey, United States, United States
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CL
Carter Liang
Colleague at Merrill LynchUnited Kingdom, United Kingdom
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EB
Edna Bryan
Colleague at Merrill LynchIndian Trail, North Carolina, United States, United States
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GT
Gil Tendler
Colleague at Merrill LynchMiami, Florida, United States, United States
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DB
Domenic Barboza
Colleague at Merrill LynchCumberland, Rhode Island, United States, United States
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DL
David Lewson
Colleague at Merrill LynchRedding, Connecticut, United States, United States
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John Shreenan, Cima, Csna
Colleague at Merrill LynchHingham, Massachusetts, United States, United States
View →
TB
Tricia Burkett
Colleague at Merrill LynchNew Orleans, Louisiana, United States, United States
View →
RK
Rick Koontz
Colleague at Merrill LynchTempe, Arizona, United States, United States
View →
MR
Miguel Ramirez, Awma™, Crpc™
Colleague at Merrill LynchMiami, Florida, United States, United States
View →
TR
Tyler Ramirez, Crpc™
Colleague at Merrill LynchParamus, New Jersey, United States, United States
View →
CL
Carter Liang
Colleague at Merrill LynchUnited Kingdom, United Kingdom
View →
EB
Edna Bryan
Colleague at Merrill LynchIndian Trail, North Carolina, United States, United States
View →
GT
Gil Tendler
Colleague at Merrill LynchMiami, Florida, United States, United States
View →
DB
Domenic Barboza
Colleague at Merrill LynchCumberland, Rhode Island, United States, United States
View →
DL
David Lewson
Colleague at Merrill LynchRedding, Connecticut, United States, United States
View →
3 education records
Daniel Goettel Jr. education
Bachelor'S Degree, Finance, General
Associate'S Degree, Business Administration And Management, General
High School Diploma, Business Administration And Management, General
FAQ
Frequently asked questions about Daniel Goettel Jr.
Quick answers generated from the profile data available on this page.
What company does Daniel Goettel Jr. work for?
Daniel Goettel Jr. works for Merrill Lynch.
What is Daniel Goettel Jr.'s role at Merrill Lynch?
Daniel Goettel Jr. is listed as Merrill Financial Solutions Advisor at Merrill Lynch.
Where is Daniel Goettel Jr. based?
Daniel Goettel Jr. is based in Cockeysville, Maryland, United States while working with Merrill Lynch.
What companies has Daniel Goettel Jr. worked for?
Daniel Goettel Jr. has worked for Merrill Lynch, Prudential Financial, Rock Spring Swim Club Inc, Barossa Nappa Vineyards And Estates, and Sunglass Hut.
Who are Daniel Goettel Jr.'s colleagues at Merrill Lynch?
Daniel Goettel Jr.'s colleagues at Merrill Lynch include John Shreenan, Cima, Csna, Tricia Burkett, Rick Koontz, Miguel Ramirez, Awma™, Crpc™, and Tyler Ramirez, Crpc™.
How can I contact Daniel Goettel Jr.?
You can use AeroLeads to view verified contact signals for Daniel Goettel Jr. at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Daniel Goettel Jr. attend?
Daniel Goettel Jr. holds Bachelor'S Degree, Finance, General from University Of Maryland - Robert H. Smith School Of Business.
What skills is Daniel Goettel Jr. known for?
Daniel Goettel Jr. is listed with skills including Leadership, Professionalism, Communication, Collaboration Tools, Critical Thinking, and Community Development.
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