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Cpwa Brett Daniels
Cpwa Brett Daniels
First Vice President | Rockefeller Capital Management
United States
Cpwa Brett Daniels
Summary
Brett Daniels is a seasoned wealth management professional currently serving as the First Vice President and Private Wealth Advisor at Rockefeller Capital Management. With a Bachelor of Business Administration from the University of Texas at San Antonio, he has built a strong foundation in finance and investment strategies. Brett's career spans over a decade, having previously held a Vice President role at Merrill Lynch Wealth Management where he honed his skills in client relations and estate planning. His expertise lies in crafting tailored investment strategies to meet the unique needs of his clients, particularly in retirement and estate planning. As a Certified Private Wealth Advisor, he is committed to maintaining the highest standards of service and ethical practice in wealth management. Brett's ability to navigate complex financial landscapes makes him a valuable asset to his clients and his firm. He is passionate about helping individuals achieve their financial goals and secure their legacies for future generations. Outside of work, Brett is likely to stay updated on industry trends and emerging investment opportunities, reflecting his dedication to continuous professional growth.
Cpwa Brett Daniels
Work Experience
First Vice President at
Rockefeller Capital Management
March 2021 - Present
Wealth Management Advisor, Vice President at
Merrill Lynch
August 2010 - March 2021
Cpwa Brett Daniels
Education
University of Texas system, Bachelor's Degree
January 1999 - January 2005
Frequently Asked Questions about Cpwa Brett Daniels
What is Cpwa Brett Daniels email address?
Cpwa Brett Daniels's primary email address is ********@rockco.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cpwa Brett Daniels work for?
Cpwa Brett Daniels is a First Vice President at Rockefeller Capital Management, a company specializing in Monetary Authorities-Central Bank.
Where Cpwa Brett Daniels graduated from?
Cpwa Brett Daniels holds a degree in from University of Texas system.
How can I directly contact Cpwa Brett Daniels?
To contact Cpwa Brett Daniels directly, you can use the email address ********@rockco.com. Complete contact information is available upon registration with Muraena.
Who is Cpwa Brett Daniels?
Brett Daniels is a seasoned wealth management professional currently serving as the First Vice President and Private Wealth Advisor at Rockefeller Capital Management. With a Bachelor of Business Administration from the University of Texas at San Antonio, he has built a strong foundation in finance and investment strategies. Brett's career spans over a decade, having previously held a Vice President role at Merrill Lynch Wealth Management where he honed his skills in client relations and estate planning. His expertise lies in crafting tailored investment strategies to meet the unique needs of his clients, particularly in retirement and estate planning. As a Certified Private Wealth Advisor, he is committed to maintaining the highest standards of service and ethical practice in wealth management. Brett's ability to navigate complex financial landscapes makes him a valuable asset to his clients and his firm. He is passionate about helping individuals achieve their financial goals and secure their legacies for future generations. Outside of work, Brett is likely to stay updated on industry trends and emerging investment opportunities, reflecting his dedication to continuous professional growth.
Cpwa`s contact details
********@rockco.com
Colleagues
Private Advisor, Managing Director
Vice President- Director of Operations
Associate Vice President, Client Associate
Managing Director, Head of Advisor Acquisition and Product Strategy
Managing Director, Private Wealth Advisor
Client Relationship Manager - Associate Vice President
Managing Director
Senior Vice President, Private Advisor
Associate Vice President | Corporate Controller’s Group
Digital Marketing Strategy, Vice President