Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Danielle G Thibault, CFP® has over 25 years of Financial and Wealth Management experience. Danielle is a Financial Advisor at the Merrill Lynch Wealth Management Office in Washington D.C. and she also serves a client base in Frederick Maryland. She is proud to be part of the Merrill Lynch Wealth Management team; the level of support, professionalism, wealth management and specialized lending and banking expertise through Bank of America which she believes is unparalleled.
As a CERTIFIED FINANCIAL PLANNER professional, she takes a holistic approach to planning and managing wealth for her clients. She listens carefully to understand her client’s priorities, goals and objectives so she is able to create a plan and portfolio of potential solutions customized to their specific situation. This is tracked and reviewed together with her client on an periodic basis. Her focus and priority is her client.
Danielle has been in the Financial Services industry since 1994. She spent 10 years creating financial plans for high net worth individuals. She was then promoted to Director of Wealth Strategies leading the managed money platform at a large national bank. She enjoyed educating the Advisors on the platform and working with the Money Managers. However, she missed working with clients directly and solving for their wealth management needs. She accepted a role as a Financial Advisor in 2013 and has found real joy in this work.
Danielle grew up abroad living in India, The Philippines, Bulgaria, Pakistan and London. She loves to travel both domestically and internationally. She has spent time visiting the National Parks and plans to see them all. She volunteers with the non-profit organization, Platoon 22. This organization brings awareness to the community about PTSD, Veteran and First Responder Suicide.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Maine System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
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As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We will work to help you stay on track, regardless of what the markets are doing.
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Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.