David McDaniel is a Financial Advisor with Morgan Stanley, where they have served as Senior Vice President since 2011. With prior experience as a Wealth Management Advisor at Merrill Lynch from 1992 to 2011, David specializes in investment strategy, portfolio construction, and risk management. They focus on tailoring investment strategies to meet diverse client needs and emphasize the importance of wealth transfer across generations. David holds a degree from Georgia State University, completed in 1988.
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