Daniel Wimer, Cfp® Email & Phone Number

I entered this business with 1 primary goal and passion in mind: to help and serve people. With that, my main priority is a relentless dedication to you and helping you achieve your financial goals. I take a goals and planning based approach to assist you in building out your entire financial picture to align with your goals, objectives, values and lifestyle. I hold dearly to my duty of care for my clients, giving you the confidence I always have your best interest in mind. I pair this with experience in relationship management, holistic wealth management planning, portfolio construction, and risk management to help you navigate different market environments and life events. All backed by the breadth of specialists and resources provided by Merrill and the banking convenience of Bank of America.I live on the west side of Charlotte with my wife and our 1-year-old son. In my free time, I enjoy spending time with family and friends, exploring Charlotte's food and drink scene, both playing and practicing golf, and taking weekend getaways. I am an avid sports fan, closely following the PGA Tour and my hometown Steelers.