Merrill Lynch Financial Advisor Derek McDaniel

rill Lynch Financial Advisor Derek McDaniel, located at 3333 Warrenville Road, Lisle, Illinois, offers insights, observations, and ideas to help clients achieve their financial goals. With a structured approach and a focus on planning, Derek works with clients to provide exceptional and consistent financial management. Derek holds an M.B.A. in Finance and a B.A. in marketing, and is involved with non-profit organizations in the Chicago area.

The institution provides personalized financial planning centered on clients' goals and priorities, with a team dedicated to building strong client relationships based on trust and personalized service. By understanding clients' aspirations and financial situation, Derek creates a tailored plan to help clients pursue their goals while managing investment risk.

Through the Investment Personality Assessment, clients can refine their investing preferences and customize their financial approach. With access to the resources of Merrill and Bank of America, Derek helps clients address their financial needs and adapt their approach as their goals and the financial markets change.

As a Merrill Lynch Wealth Management Advisor, Derek focuses on helping clients reach their goals by understanding their unique needs and priorities. By staying informed about changes in clients' lives and revisiting their financial approach, Derek aims to help clients stay on track to achieve what matters most to them.

Whether planning for retirement, buying a home, or funding education, Derek works with clients to make investment decisions that align with their goals. By offering personalized investment strategies and comprehensive financial solutions, Derek helps clients navigate the complexities of their financial lives and pursue their goals.

Derek McDaniel is registered to do business in multiple states and provides investment insights, tips, and strategies to help clients live their best financial life. Clients can expect personalized guidance and support from Derek as they navigate the financial landscape and work towards their financial goals.