Merrill Lynch Financial Advisor Daniel Pegues
Run a free full auditContact Information
-
Address
Mount Pleasant
Mt Pleasant, SC 29464 -
Phone
(877) 971-4572 -
Website
advisor.ml.com -
Google Reviews
4.0 out of 5 stars from 1 Google review
Location
About 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
Score Summary
BizScoreAI scanned the website advisor.ml.com on June 13, 2026. Merrill Lynch Financial Advisor Daniel Pegues has a BizScore of 58 out of 100. The website audit behind the SEO score ran on October 26, 2026.
- AI Visibility45 out of 100
- SEO70 out of 100
- Google rating4.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 12 of 25 points, Content Readiness 15 of 30 points, AI Trust Signals 8 of 20 points.
Website audit sub-scores (out of 100): On-Page 74, Technical 86, Performance 68, Content 53.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, Speakable Schema, XML Sitemap.
Areas to improve: 7 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (warning), AI-Parseable Headings (warning), Meta Description (warning), About/Team Page (warning), Author Signals (warning).
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