Merrill Lynch Financial Advisor Daniel Leon

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Daniel Leon is a financial advisor based in Bel Air, Maryland, providing investment advice and strategies tailored to clients' life goals and financial needs. He specializes in understanding clients' risk tolerance, time horizon, and liquidity requirements to develop effective investment plans. As a Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA), Daniel is equipped to guide individuals and families through their financial journeys. His practice focuses on delivering personalized financial guidance to help clients achieve their financial objectives.

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