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- Trust & Estate Planning Services4
- Education Funding1
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
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Senior Wealth Management Lending Officer
Bank of America, N.A.
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.
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