Daniel Naylor works out of Cumberland Trust’s Dallas office as Vice President and Regional Development Officer. Previously, Daniel spent just under nine years at Merrill Lynch, with seven of those years as part of the Merrill Lynch Trust Company. Daniel then joined UBS in 2013 as a Trust Liaison and Specialist, and joined Reliance Trust Company just ahead of Reliance’s acquisition of UBS Trust Company.
Daniel received a Bachelor of Science degree in Public Policy from Carnegie Mellon University. He holds an active series 7 and 66 license, as well as the Certified Financial Planner™ designation.
Daniel is past president of the Mercer County Ultimate Disc League and volunteers as a chess coach in the Dallas area.