Daniel Grammel
Leominster,MA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
28
28
years of professional experience
Work History
Financial Advisor
Merrill, Lynch, Pierce, And Fenner
06.1996 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Collaborated with clients to develop customized investment portfolios.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Manchester, NH05.2023
Associate of Science - Business Administration
Mount Wachusett Community College
Gardner, MA05.2019
High School Diploma -
St. Bernard's CCHS
Fitchburg, MA06.1977
Skills
- Financial Advising
- Financial Services
- Mutual funds
- Chartered Financial Consultant (ChFC)
Accomplishments
Flotilla Commander (10-3) for the U.S. Coast Guard Auxiliary
Culinary Services U.S. Coast Guard Auxiliary
Recruiter for Coast Guard Academy
Instructor for U.S. Coast Guard Auxiliary Boat-Safety
Member of Emergency Management Team Southern New England Coast Guard Auxiliary
Member of a National Emergency Management Team U.S. Coast Guard Auxiliary
Member of Medical Services Team for Leominster Emergency Management
Department of Homeland Security Division-10 Anchor Award
Received multiple years- The Presidential Volunteer Services Award
Auxiliary Certificate of Accomplishment for Completion of 50 or More Hours of Coast Guard Operational Support
Received a Commendation from the Coast Guard for U.S. Coast Guard Auxiliary Imagery Analysis Support Team
Certificate of Recognition presented by Mayor Dean J. Mazzarella, for unwavering and selfless commitment to the Covid-19 response team
Additional Information
Married 43 Years
4 Children
4 Grandchildren
Timeline
Financial Advisor
Merrill, Lynch, Pierce, And Fenner
06.1996 - Current
Bachelor of Science - Business Administration
Southern New Hampshire University
Associate of Science - Business Administration
Mount Wachusett Community College
High School Diploma -
St. Bernard's CCHS
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