Farther Southeast Team
Our Southeast Team serves a diverse range of clients from northern Virginia to the tip of Florida. With expertise in areas ranging from real estate to investing in startups and more, the Southeast Team brings nearly a century of cumulative industry experience to every opportunity.
Managing Director of Advisor Strategy
For the last 15 years, Daniel has assisted business owners, entrepreneurs, and families realize their financial aspirations through goals-based planning. The comprehensive approach and coordination of all assets brings clarity and confidence to financial decisions. Each client has a unique situation, Daniel’s tailored approach to each experience is vital to achieving goals. Daniel is a former Systems Engineer and Product Manager at AOL. He transferred those skills to assist clients with financial planning. He is a doctoral candidate at the University of South Florida. His research is focused on uncovering the Inhibitors and Motivations for Planning. Daniel is an Advisory Board Member of GrowFL and University of North Florida. He is an alumni of Leadership Jacksonville and 40 Under 40. He and his wife, Carol Dobbs, live just outside of Jacksonville in Atlantic Beach. They have a daughter, Kennedy Grace, and son, Wilder James. Daniel enjoys any outdoor activity, from golf, to the ocean, the top of Mt. Rainier, and braving tent camping with a 2 year old.
Managing Director of Banking Strategies
Nelson has over 35 years of financial experience, with most of that time spent managing wealth, private banking, and commercial groups for BBVA, one of the largest international banks (later acquired by PNC Bank). He leverages this experience to help Farther build a network of bank-related products commonly used by its client base. With his client base, Nelson focuses on helping owners of privately held businesses with all things financial — focusing first on the elements of planning, whether it’s related to corporate, personal, and/or employees. He’s a graduate of Louisiana State University and executive management programs at the University of Texas at Austin and IESE International University in Europe. Nelson is the incoming chairman of the Gator Bowl organization and is deeply involved in the Florida business and non-profit community. He lives in Jacksonville Beach, Florida with his wife of 30+ years, Judy.
SVP Wealth Advisor
Throughout his 25+ year investment career, Keith has maintained a strong focus on helping his clients achieve their generational goals. He has enjoyed advising entrepreneurs, family offices, endowments, and foundations — with tenures at Truist, Bessemer Trust, GenSpring Family Offices, and J.P. Morgan. Keith is an active member of the Southeastern Venture Capital and Private Equity community as a board member of RiseIT Solutions, Vice-Chair of the CofC Foundation, Finance Chair for Charleston Promise Neighborhood, and a YES Carolina Mentor. Keith is an avid expeditioner, summiting Kilimanjaro twice and recently completing his third expedition to Antarctica (as part of the first team in history to reach the South Pole utilizing only solar, wind, and biofuel for power).
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