Daniel is Managing Director of Advisor Strategy at Farther Finance. He has spent over 13 years in financial planning and holds the CERTIFIED FINANCIAL PLANNER (TM) Professional and Chartered Retirement Planning Counselor® designations. Prior to joining Farther, Daniel worked at Wells Fargo, Merrill Lynch and AOL. Daniel holds a Bachelor of Science in Business and Computational Sciences and is a doctoral candidate at the University of South Florida where he is researching wealth transfer, business succession and the future of wealth management. He is an active volunteer and is currently a United Way Stein Fellow and President of the Economic Roundtable of Jacksonville. Daniel is also passionate about the outdoors and summited Mt. Rainier to raise money for Tiny Hope Children’s Home in Jamaica. Daniel, his wife Carol, and their 2 kids Kennedy Grace and Wilder James, live in Atlantic Beach, Florida.
No items found.