Daniel Gilham

Managing Director of Advisor Strategy

Areas of expertise

Tax Strategies
Asset and Investment Allocation
Retirement Planning
Estate Planning
Life Insurance

Qualifications and experience

  • Bachelor of Science, Business and Computational Science
  • Magna Cum Laude
  • Certified Financial Planner

Media

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Words to live by

If you don’t know where you are going, you’ll end up someplace else.
Yogi Berra

Client Experience Professionals

About

Over the past 15 years, Daniel has helped business owners, entrepreneurs, and families realize their financial aspirations through goals-based planning. This comprehensive approach and coordination of all assets brings clarity and confidence to financial decisions: each client has a unique situation, and Daniel’s tailored approach is vital to achieving their goals.

Daniel is a former Systems Engineer and Product Manager at AOL, and he transferred those skills to assist clients with financial planning. A current doctoral candidate at the University of South Florida, Daniel’s research is focused on uncovering the inhibitors and motivations for planning.

Daniel is an Advisory Board Member of GrowFL and the University of North Florida, as well as an alumni of Leadership Jacksonville and 40 Under 40. Daniel and his wife, Carol Dobbs, live in Atlantic Beach with their two children, Kennedy Grace and Wilder James. Daniel enjoys all outdoor activities – whether it includes golf, the ocean, the top of Mt. Rainier, or braving tent camping with a 2-year-old.