Dan has been a Financial Advisor with Waddell & Reed since 2010. Prior to working here, he worked helping clients find solutions for their life insurance needs, annuity-income needs, Medicare plans, and also helped people maximize their Social Security distributions.
He focuses on helping people establish a financial plan to help organize, manage, and potentially grow their investments.
Dan achieved his Chartered Retirement Planning Counselor designation through the American College of Financial Planning, and graduated from the University of South Florida with a Bachelor of Science in Finance. He was president of a Toastmasters club, a public speaking venue helping people grow, and is an active member of his church Sarasota Baptist.
In his free time Dan enjoys playing golf and basketball, fishing, reading, and exercising. His mother and father are retired and he has one brother. His beautiful wife, Morgan, is a hairstylist and he has two daughters, Madison and Reese, and a son, Tristan..
Associations and Memberships
- Lakewood Ranch Referral Partners
- Lakewood Ranch Business Alliance
- Bachelor of Arts
- American College of Financial Planning
- University of South Florida
Waddell & Reed is not affiliated with any other entities referenced herein. 05/19