Merrill Lynch Financial Advisor Mikaela Daly
South Street, Freehold, NJ 07728
Location & Phone number
4400 Route 9, South St Suite 2000, Freehold, NJ 07728, United States
About the Business
Merrill Lynch Financial Advisor Mikaela Daly, located on South Street in Freehold, New Jersey, is a dedicated finance institution that focuses on providing personalized wealth management solutions. With over a decade of experience in the financial services industry, Mikaela joined Merrill Lynch Wealth Management in 2019 and has since been committed to helping clients achieve their financial goals.
Mikaela takes pride in being a problem solver and works closely with high net worth individuals, businesses, and families to develop comprehensive financial strategies tailored to each client's unique needs. She believes in taking a holistic approach to wealth management, starting by listening to her clients' concerns, goals, and priorities. By utilizing Merrill's robust investment insights, Mikaela creates customized strategies that align with her clients' objectives.
As a member of professional networks such as HOLA (Hispanic/Latino organization for leadership and advancement) and Merrill Women's exchange, Mikaela is dedicated to promoting diversity and inclusion in the finance industry. Born and raised in New Jersey, she currently resides in Manalapan with her daughter, who is a competitive gymnast. In her free time, Mikaela enjoys coaching young gymnasts and going for rides on her Harley Sportster.
At Merrill Lynch Wealth Management, Mikaela believes in putting the client's interests first and takes the time to truly understand each individual's financial situation and goals. By developing a personalized wealth management strategy, she helps clients navigate life's changes and market fluctuations to stay on track towards achieving their objectives.
Whether you're planning for retirement, saving for a home, or funding a child's education, Mikaela's goal is to help you make informed investment decisions that align with your aspirations. By getting to know you on a personal level and understanding your investment personality, she can customize financial approaches that reflect your unique needs and priorities.
With Merrill Lynch Personal Wealth Analysis™, Mikaela can help you build a personalized financial plan centered on your goals and focused on what you want to achieve. By staying engaged with you throughout life's ups and downs, Mikaela aims to provide ongoing support and guidance to help you pursue your most meaningful ambitions.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Trust your assets elsewhere"
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