Investment Advisor Representative
Daniel entered the financial services industry in 1994 joining MetLife; where he was successful helping families meet their insurance and investment needs. During his time there he qualified for multiple Leaders Conferences, earned membership into the prestigious Million Dollar Round Table and received MetLife's certification as a Financial Planner. After just over 5 years, his client’s needs lead him to leave MetLife and join Raymond James & Associates to choose from a greater choice of investment options. Daniel was successful at Raymond James & Associates as an Associate Vice President of Investments and received additional certification classes from Raymond James Financial Services, in Financial Planning and Qualified Pension Plans.
In 2003 Daniel transferred his business to Raymond James Financial Services as an independent advisor to serve his client’s needs first, instead of Raymond James & Associates as his employer. From 2003 until 2012 Daniel worked as an independent investment advisor but still through a Broker/Dealer relationship. In May of 2012 Daniel decided to open his own Independent firm as a Registered Investment Advisor Firm (RIA) where he can truly work in his client’s best interests, putting them first. Working as an Investment Advisor Representative, he is prohibited from accepting commissions. He can only receive a fee from his investment service/ advice, and has NO Broker/Dealer Relationship.
Daniel has also completed a number of classes toward the ChFC Designation from the American College, as he continues to expand his knowledge of cutting edge investment options and strategies to help his clients achieve their life’s goals.