Danny Kamal
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Danny Kamal is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 following the firm's acquisition and has over 20 years of experience in the financial services industry. Danny and his team offer comprehensive wealth management services primarily to high-net-worth individuals, corporate executives, and business owners, focusing on integrating corporate benefit programs such as equity compensation and various retirement plans into long-term financial strategies. His practice emphasizes clients in the aviation and oil industries.
Danny holds a Bachelor's degree from Bowling Green State University and has earned several professional credentials, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He manages discretionary investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party solutions.
Residing in Fayetteville, Georgia, Danny and his wife Holly have seven children. They volunteer with several charitable organizations, including Angel Flight. Danny is affiliated with Delta Airlines.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Startup equity planning
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Occupation focus
Executive
Founder/Business Owner
Demographic focus
HENRY (High Earners, Not Rich Yet)
Work history
Bank Of America, N.A.
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2009 - Present (17 years)
Delta Airlines
1995 - Present (31 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
David D
Series 63, Series 66
Mcdonough, GA
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CFP®, Series 66
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Vanessa C
Series 66
Locust Grove, GA
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Patrick M
Series 63, Series 66
Griffin, GA
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Brian M
Series 66
Peachtree City, GA
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Sean D
Series 66
Locust Grove, GA
Edward Jones
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