Danielle Danner, Cfp®
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Danielle Danner, Cfp® Email & Phone Number

Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management
Location: Charlotte, North Carolina, United States 4 work roles 1 school
2 work emails found @ml.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email d****@ml.com
LinkedIn Profile matched
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Current company
Merrill Lynch Wealth Management
Role
Wealth Management Advisor, Vice President
Location
Charlotte, North Carolina, United States
Company size
34842 employees

Who is Danielle Danner, Cfp®? Overview

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Quick answer

Danielle Danner, Cfp® is listed as Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management, a with 34842 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Danielle Danner, Cfp®.

Danielle Danner, Cfp® previously worked as Wealth Management Advisor, Assistant Vice President at Merrill Lynch Wealth Management and Intern at Merrill Lynch. Danielle Danner, Cfp® holds Bachelor'S Degree from University Of Florida.

Company email context

Email format at Merrill Lynch Wealth Management

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*@ml.com
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AeroLeads found 2 current-domain work email signals for Danielle Danner, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Danielle Danner, Cfp®

I have been with Merrill Lynch Wealth Management since I started as an intern in 2009.  Passionate about helping clients understand their finances and pursue their goals, I hold the CERTIFIED FINANCIAL PLANNER® certification. I focus on retirement and college planning and love knowing the difference that a little bit of planning can make in a client's life. I enjoy spending time with my family, running, and volunteering with Samaritan's Purse U.S. Disaster Relief. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S

Listed skills include Retirement Planning, Goal Based Wealth Management, Family Wealth Planning, and Financial Advice.

Current workplace

Danielle Danner, Cfp®'s current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Wealth Management Advisor, Vice President
Charlotte, NC, US
Website
ml.com
Employees
34842
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Company profile
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4 roles

Danielle Danner, Cfp® work experience

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

Intern

Merrill Lynch
May 2009 - Apr 2011

Leasing Consultant

Inland American Communities
Jan 2008 - May 2009
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 34842 employees →

RE Ray Englebert, Ctfa Ray Englebert, Ctfa Colleague at Merrill Lynch Wealth ManagementStatesville, North Carolina, United States View → MS Michael Sexton, Cfp®, Cpfa™, Crpc™ Michael Sexton, Cfp®, Cpfa™, Crpc™ Colleague at Merrill Lynch Wealth ManagementHingham, Massachusetts, United States View → MW Mark Wagner Mark Wagner Colleague at Merrill Lynch Wealth ManagementWhite Plains, New York, United States View → JE James Ebron James Ebron Colleague at Merrill Lynch Wealth ManagementGreenville, North Carolina, United States View → JS Jeffrey S. Waltman, Crpc® Jeffrey S. Waltman, Crpc® Colleague at Merrill Lynch Wealth ManagementWyomissing, Pennsylvania, United States View → CB Charles Belluardo, Cfp®, Cpfa® Charles Belluardo, Cfp®, Cpfa® Colleague at Merrill Lynch Wealth ManagementRed Bank, New Jersey, United States View → CK Charlie Kilborn, Cfp® Charlie Kilborn, Cfp® Colleague at Merrill Lynch Wealth ManagementGreater Chicago Area, United States View → BO Brian O'Connor Brian O'Connor Colleague at Merrill Lynch Wealth ManagementLos Angeles, California, United States View → JG Jeremy Galaviz Jeremy Galaviz Colleague at Merrill Lynch Wealth ManagementGreater Houston, United States View → KP Kristen Petersen Kristen Petersen Colleague at Merrill Lynch Wealth ManagementGreater Chicago Area, United States View →
1 education record

Danielle Danner, Cfp® education

  • University Of Florida
    University Of Florida
    Bachelor'S Degree
FAQ

Frequently asked questions about Danielle Danner, Cfp®

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

What company does Danielle Danner, Cfp® work for?

Danielle Danner, Cfp® works for Merrill Lynch Wealth Management.

What is Danielle Danner, Cfp®'s role at Merrill Lynch Wealth Management?

Danielle Danner, Cfp® is listed as Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management.

What is Danielle Danner, Cfp®'s email address?

AeroLeads has found 2 work email signals at @ml.com for Danielle Danner, Cfp® at Merrill Lynch Wealth Management.

Where is Danielle Danner, Cfp® based?

Danielle Danner, Cfp® is based in Charlotte, North Carolina, United States while working with Merrill Lynch Wealth Management.

What companies has Danielle Danner, Cfp® worked for?

Danielle Danner, Cfp® has worked for Merrill Lynch Wealth Management, Merrill Lynch, and Inland American Communities.

Who are Danielle Danner, Cfp®'s colleagues at Merrill Lynch Wealth Management?

Danielle Danner, Cfp®'s colleagues at Merrill Lynch Wealth Management include Ray Englebert, Ctfa, Michael Sexton, Cfp®, Cpfa™, Crpc™, Mark Wagner, James Ebron, and Jeffrey S. Waltman, Crpc®.

How can I contact Danielle Danner, Cfp®?

You can use AeroLeads to view verified contact signals for Danielle Danner, Cfp® at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Danielle Danner, Cfp® attend?

Danielle Danner, Cfp® holds Bachelor'S Degree from University Of Florida.

What skills is Danielle Danner, Cfp® known for?

Danielle Danner, Cfp® is listed with skills including Retirement Planning, Goal Based Wealth Management, Family Wealth Planning, and Financial Advice.

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