Merrill Lynch Financial Advisor Daniel Pegues

Merrill Lynch Financial Advisor Daniel Pegues is a financial planner in Mt Pleasant, SC. The firm focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families.

The team at Saad Vannatta & Associates works closely with clients to determine their specific needs to craft customized financial strategies designed to help them pursue their goals. Their approach to managing wealth begins with developing a deep understanding of a client's full financial picture. Through their work, they provide access to the investment insights of Merrill along with the banking convenience and lending solutions of Bank of America to create strategies that remain flexible to changing market conditions.

The firm is recognized for its professional standing, with team members having earned distinctions such as Forbes "Best-in-State Wealth Advisors" and Forbes "Best-in-State Wealth Management Teams." Additionally, the team has been recognized as Financial Times "Top 401 Retirement Plan Advisors."

This practice provides personalized wealth management and customized financial strategies for individuals and institutions in Mt Pleasant.

Services:

• Access to investment insights of Merrill Lynch
• Banking convenience and lending solutions
• Customized financial strategies
• Individual and family wealth management
• Institutional investing and fiduciary responsibilities
• estate planning services
• guidance on concentrated stock positions
• retirement income planning