Dan Carlile,
CFP®, CPWA®, RICP®
Senior Managing Partner, Towne Wealth Management
Private Wealth Advisor, RJFS
With experience in financial planning and investment management since 2006, Dan has accumulated the knowledge and perspective to help keep you and your financial future on course. Dan understands the dynamics of wealth, how to balance the complex forces at work and how to adapt as conditions change.
As your life and needs evolve over time, so too will your vision for the future and your tolerance for risk. Dan will be with you every step of the way, offering advice and personalized strategies to help you gain confidence in your future.
Dan is part of a team of professionals at Quill Private Wealth who work to create long-term, meaningful relationships with a select group of high-net-worth families. Based on what the team learns about you and your goals, they work together to develop specific strategies to help minimize taxes, monetize and preserve assets, maximize the potential for growth and transfer wealth.
Dan grew up in a military family, giving him the opportunity to live in a variety of places across the United States and abroad. He is a graduate of the University of Virginia, where he earned a Bachelor of Arts degree in economics. Dan and his wife have been married for many years and are proud parents of two daughters.
Dan Carlile and Pat Faulkner are financial advisors and members of the Towne Wealth Management team that were named again to the Forbes list of Best in State Wealth Management Teams†, an honor they’ve received every year since 2023.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.