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.
Articles by Dan Davis
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