Carson Mcdaniel

Q: What is Carson Mcdaniel email address?

Email Carson Mcdaniel at carson.mcdaniel@gmail.com and carson_mcdaniel@ml.com. This email is the most updated Carson Mcdaniel email found in 2026.

Q: How to contact Carson Mcdaniel?

To contact Carson Mcdaniel send an email to carson.mcdaniel@gmail.com or carson_mcdaniel@ml.com. If you want to call Carson Mcdaniel try calling on +17043392197. (updated on October 29, 2024)

Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management | Charlotte, North Carolina, United States

About Carson Mcdaniel

Carson McDaniel serves as a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads The McDaniel/Lewer/Hellman Group in delivering comprehensive financial solutions tailored to the unique needs of high-net-worth individuals and families. With a strong commitment to philanthropy, Carson is passionate about guiding clients in leveraging their resources for charitable endeavors while simultaneously achieving their financial goals. His expertise in wealth management is underscored by his certifications as a Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC®), which equip him with the knowledge to navigate complex financial landscapes.

At Merrill Lynch, Carson is instrumental in developing and implementing long-term financial strategies that encompass estate planning, investment management, and retirement planning. His approach is holistic, ensuring that clients not only grow their wealth but also preserve it for future generations. He emphasizes the importance of a sound wealth management plan that aligns with clients' values and aspirations, particularly in the realm of charitable giving.

Key projects under Carson's leadership include the establishment of tailored investment portfolios that reflect clients' philanthropic interests, as well as educational workshops aimed at enhancing financial literacy among clients and their families. By fostering a collaborative environment, Carson empowers clients to make informed decisions about their financial futures while also contributing positively to their communities. His dedication to service and expertise in wealth management make him a trusted advisor for those seeking to balance financial success with meaningful charitable impact.

Carson Mcdaniel Work

Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management in April 2005 to Present

Carson Mcdaniel Skills

Estate Planning Services

Wealth Management

Investments

Frequently Asked Questions about Carson Mcdaniel

What is Carson Mcdaniel email address?

Email Carson Mcdaniel at [email protected] and [email protected]. This email is the most updated Carson Mcdaniel email found in 2026.

What is Carson Mcdaniel phone number?

Carson Mcdaniel phone number is +17043392197.

How to contact Carson Mcdaniel?

To contact Carson Mcdaniel send an email to [email protected] or [email protected]. If you want to call Carson Mcdaniel try calling on +17043392197. (updated on October 29, 2024)

What company does Carson Mcdaniel work for?

Carson Mcdaniel works for Merrill Lynch Wealth Management

What is Carson Mcdaniel's role at Merrill Lynch Wealth Management?

Carson Mcdaniel is Wealth Management Advisor, Managing Director

What industry does Carson Mcdaniel work in?

Carson Mcdaniel works in the Financial Services industry.