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Top 30 financial advisors of 176 near 54636
Out of 400,000+ nationwide
Sheri P
Series 66
La Crosse, WI
Edward Jones
Jason C
Series 66
Onalaska, WI
Edward Jones
Amy S
Series 63
La Crosse, WI
Edward Jones
Paul G
CFP®, Series 66
Holmen, WI
Edward Jones
Andrew S
CFP®, Series 66
Onalaska, WI
Edward Jones
Ryan H
Series 66
La Crescent, MN
Edward Jones
Eric M
ChFC®, Series 66
La Crescent, MN
Edward Jones
Evan S
CFP®, Series 66
La Crosse, WI
Edward Jones
Daniel G
Series 63, Series 65
Galesville, WI
Merrill
Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.
Curtis B
Series 66
La Crosse, WI
Edward Jones
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Top 30 financial advisors of 176 near 54636
Out of 400,000+ nationwide