Since 1987, Dan has been helping investors like you through the process of obtaining financial independence so that they can focus on the most important things in life.
Dan employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to meet his clients’ specific needs. He works diligently to meet his clients’ expectations with exceptional customer service and the intention of being their trusted wealth advisor for life.
Dan is originally from Charlotte, North Carolina, and now lives in Elizabeth City, North Carolina. Dan is a graduate of James Madison University, where he earned a Bachelor of Science in Communications. In his free time, Dan enjoys fishing, golf, and writing. He is also a member of Kappa Sigma* and an active volunteer in his community.
*Raymond James Is not affiliated with the above organization.