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Dan Davis, CFP®

Wealth Manager
As a Wealth Manager for Creative Planning, Dan works directly with clients to develop and maintain a comprehensive financial plan to meet their most complex financial goals. With over 20-years of wealth financial services experience he focuses on a thorough understanding of clients’ circumstances to provide a customized plan in the areas of investment management, retirement, estate, business succession, insurance, tax and charitable planning. With previous positions at other well-recognized institutions, Dan has a broad perspective of the industry and experience working with investors of all types – including retirees, corporate executives, institutions, and high-net worth individuals. Dan is a CERTIFIED FINANCIAL PLANNER™ practitioner and a graduate of Stetson University’s Roland George Investments Program with a Bachelor’s Degree in Finance. He enjoys time with his family, tennis, travel and staying active within his local community.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021