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David Mcdaniel Email & Phone Number
Senior Vice President ~ Financial Advisor
at
Morgan Stanley
2 work emails found
@morganstanley.com
2 phones found area 914
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Vice President ~ Financial Advisor
Location
Greater Augusta Area, United States, United States
Company size
Who is David Mcdaniel? Overview
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Quick answer
David Mcdaniel is listed as Senior Vice President ~ Financial Advisor at Morgan Stanley, a company with 94640 employees, based in Greater Augusta Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 914, and a matched LinkedIn profile for David Mcdaniel.
David Mcdaniel previously worked as Vice President ~ Financial Advisor at Morgan Stanley and Wealth Management Advisor at Merrill Lynch. David Mcdaniel holds Bba, Finance, Portfolio Construction And Management from Georgia State University.
Company email context
Email format at Morgan Stanley
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{first}.{last}@morganstanley.com
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AeroLeads found 2 current-domain work email signals for David Mcdaniel. Compare company email patterns before reaching out.
Profile bio
About David Mcdaniel
I am an experienced wealth and financial advisor committed to helping my clients achieve their wealth accumulation and wealth transfer goals. I recognize that every individual is different, therefore each investment strategy is tailored to meet that client’s specific long and short term financial goals.Through the utilization of consistent and disciplined portfolio construction strategies along with my many years of experience, I endeavor to optimize my clients returns based on the degree of risk. I also understand that financial and wealth management is more than allocating money properly, it is also managing the current and future wellbeing of my client’s, including the tax efficient transfer of wealth from generation to generation. Please contact me or visit my website if you'd like to discuss how my process can assist you.
Current workplace
David Mcdaniel's current company
Company context helps verify the profile and gives searchers a useful next step.
Morgan Stanley
3 roles
David Mcdaniel work experience
A career timeline built from the work history available for this profile.
Vice President ~ Financial Advisor
CurrentWealth Management, Investment Strategy and Allocation, 529 Plans, Alternative Investments, ETF, IRA, Municipal Bonds, Mutual Funds, Retirement, Estate Planning Strategies including Insurance and Annuities. © 2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain.
Jun 2011 - Present
Wealth Management Advisor
Wealth Management, Investment Strategy and Allocation, 529 Plans, Alternative Investments, ETF, IRA, Municipal Bonds, Mutual Funds, Retirement, Estate Planning including Insurance and Annuities.
Jan 1992 - Jun 2011
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
JL
Jeffrey Lin
Colleague at Morgan StanleyQueens, New York, United States, United States
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RD
Ryan Daly
Colleague at Morgan StanleyNew York, New York, United States, United States
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SB
Sheila Beaujour
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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JB
Jamie Beardsworth
Colleague at Morgan StanleyLondon, England, United Kingdom, United Kingdom
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TY
Takeshi Yamaguchi
Colleague at Morgan StanleyTokyo, Japan, Japan
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DM
Davis Michaud
Colleague at Morgan StanleyAldie, Virginia, United States, United States
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MS
Marvin Salvador
Colleague at Morgan StanleyWashington DC-Baltimore Area, United States
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EP
Elizabeth P. Torrey
Colleague at Morgan StanleyWashington DC-Baltimore Area, United States, United States
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KB
Kenil Bhingradiya
Colleague at Morgan StanleySurat, Gujarat, India, India
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EG
Eric Grossjung
Colleague at Morgan StanleyOmaha Metropolitan Area, United States
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Jeffrey Lin
Colleague at Morgan StanleyQueens, New York, United States, United States
View →
RD
Ryan Daly
Colleague at Morgan StanleyNew York, New York, United States, United States
View →
SB
Sheila Beaujour
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
View →
JB
Jamie Beardsworth
Colleague at Morgan StanleyLondon, England, United Kingdom, United Kingdom
View →
TY
Takeshi Yamaguchi
Colleague at Morgan StanleyTokyo, Japan, Japan
View →
DM
Davis Michaud
Colleague at Morgan StanleyAldie, Virginia, United States, United States
View →
MS
Marvin Salvador
Colleague at Morgan StanleyWashington DC-Baltimore Area, United States
View →
EP
Elizabeth P. Torrey
Colleague at Morgan StanleyWashington DC-Baltimore Area, United States, United States
View →
KB
Kenil Bhingradiya
Colleague at Morgan StanleySurat, Gujarat, India, India
View →
EG
Eric Grossjung
Colleague at Morgan StanleyOmaha Metropolitan Area, United States
View →
1 education record
David Mcdaniel education
-
Georgia State University
FAQ
Frequently asked questions about David Mcdaniel
Quick answers generated from the profile data available on this page.
What company does David Mcdaniel work for?
David Mcdaniel works for Morgan Stanley.
What is David Mcdaniel's role at Morgan Stanley?
David Mcdaniel is listed as Senior Vice President ~ Financial Advisor at Morgan Stanley.
What is David Mcdaniel's email address?
AeroLeads has found 2 work email signals at @morganstanley.com for David Mcdaniel at Morgan Stanley.
What is David Mcdaniel's phone number?
AeroLeads has found 2 phone signal(s) with area code 914 for David Mcdaniel at Morgan Stanley.
Where is David Mcdaniel based?
David Mcdaniel is based in Greater Augusta Area, United States, United States while working with Morgan Stanley.
What companies has David Mcdaniel worked for?
David Mcdaniel has worked for Morgan Stanley and Merrill Lynch.
Who are David Mcdaniel's colleagues at Morgan Stanley?
David Mcdaniel's colleagues at Morgan Stanley include Jeffrey Lin, Ryan Daly, Sheila Beaujour, Jamie Beardsworth, and Takeshi Yamaguchi.
How can I contact David Mcdaniel?
You can use AeroLeads to view verified contact signals for David Mcdaniel at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did David Mcdaniel attend?
David Mcdaniel holds Bba, Finance, Portfolio Construction And Management from Georgia State University.
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