Merrill Lynch Private Wealth Advisor Daniel R Nelson
1803 Broadway, San Antonio, Texas, United States
About the Merrill Lynch Private Wealth Advisor Daniel R Nelson
Merrill Lynch Private Wealth Advisor Daniel R Nelson, located at 1803 Broadway in San Antonio, Texas, offers industry-leading research and expert analysis to help clients stay ahead of their financial goals. The team at NWG/VMT & Associates specializes in helping individuals, families, businesses, and nonprofit institutions achieve their financial objectives through customized strategies and services.
Daniel Nelson, a multiple degree holder from The University of Texas at Austin, is a highly qualified private wealth advisor with certifications such as CIMA, CFP, and CPWA. He has been recognized on prestigious lists such as the Financial Times "Top 400 Financial Advisors" and Barron's "Top 1,200 Financial Advisors."
Michael, a member of the NWG/VMT & Associates team, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families. He holds designations such as CPWA, CIMA, and CFP, and is actively involved in the community through various organizations.
Robert, with over five decades of experience at Merrill Lynch, specializes in working with institutional and ultra high net worth clients. He is skilled in devising strategies for concentrated stock positions and holds the CIMA designation.
Hilary, originally from England, brings a unique perspective to the team and is passionate about equestrian activities. She is a Registered Senior Wealth Management Client Associate who provides valuable support to clients.
Sandra and Carolyn, integral members of the team, focus on client service, administration, and operational success. They ensure that clients receive prompt and efficient assistance with their accounts.
The team at Merrill Lynch Private Wealth Advisor Daniel R Nelson has received recognition from top financial industry publications for their exemplary client service. They are committed to helping individuals and families achieve their financial goals with personalized service and trust-based relationships.
Photos of Merrill Lynch Private Wealth Advisor Daniel R Nelson
1803 Broadway, San Antonio, TX 78215, United States
Opening hours of Merrill Lynch Private Wealth Advisor Daniel R Nelson
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Closed
Sunday:
Closed
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