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Carson McDaniel, CFP®
Senior Vice President, Wealth Management

Board of Directors


Carson McDaniel, CFP®, stands as a quintessential leader in wealth management and advisory. With an impressive career at Merrill Lynch, Pierce, Fenner & Smith Inc., he serves as the Senior Vice President and Wealth Management Advisor, where he oversees substantial portfolios with finesse and acumen. Carson's dedication to sharing financial literacy and leadership acumen aligns seamlessly with the mission at RoleModels University. 

He advocates for financial education as a vital pillar in leadership development and remains a fervent supporter of integrating financial intelligence into the university’s curriculum. Carson’s achievements include various certifications as well as recognitions such as the prestigious Certified Financial Planner® status, reflecting his expertise and commitment to excellence. His approach combines strategic financial planning with personal development, empowering students to navigate the complexities of global economic landscapes. Carson's influence extends into the community, inspiring a new wave of financial-savvy leaders who are equipped to contribute meaningfully to society. His legacy at RoleModels will be one of empowerment and transformative education.

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