Kit Daniels, AEP®, ChFC®
Wealth Manager, Partner
Kit serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than four decades of experience in the financial services industry, Kit worked as a senior wealth planner prior to joining Creative Planning and was a co-founder of an independent investment advisory firm. Kit has spent his entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management.
Kit earned a Bachelor of Science degree in finance from the University of Delaware. He is also a Chartered Financial consultant®, as designated by the American College of Financial Services, and an Accredited Estate Planner®, as awarded by the National Association of Estate Planners & Councils.
Kit and his wife, DeVon, have three children (Courtney, Chris and Jordan) and eight grandchildren. In his spare time, Kit enjoys golfing, boating and spending time with his family on the Eastern Shore of Maryland.
Articles by Kit Daniels, AEP®, ChFC®
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