Dan is a seasoned investment professional who puts his extensive educational background and financial services experience to work for his clients. He received his bachelor's degree in business from Mississippi State University in 1970 and attained his CERTIFIED FINANCIAL PLANNER™ certification in 1987.
He works diligently to develop financial strategies designed to help his clients accumulate money for future goals and commitments, reduce expenses, and save on taxes. In addition, as a CERTIFIED FINANCIAL PLANNER™ professional, he provides advice in the area of retirement, life insurance, and estate planning.
Dan realizes that the economic, tax and investment enviroments are constantly changing. For this reason, he will review your financial plan periodically and make adjustments to it, as necessary. He understands that paying close attention to your needs and objectives is the key to successful investment planning advice. As an experienced financial advisor, he cautions against investing your "serious money" at rates only slightly higher than bank savings accounts. He explains, "A properly designed investment plan typically includes asset allocation, diversification, risk management, and professional supervision."
Dan is active church member and has numerous hobbies, including fishing, canoeing, sailing, and playing a competitve game of tennis. He also plays guitar and performs in a folk and pop music trio that entertains at various community fundraising and social events. He and his wife, Gail, a teacher in Rankin county, have been residents of the Ross Barnett Reservoir area since 1977.
Dan playing his guitar.
Dan enjoying sailing on his boat, "Mutual Fun".
Tricia Fortenberry has been a resident of Rankin County for 18 years. Tricia has 12 years experience in financial Accounting with a degree from
Mississippi College. She is an active member in her church. She enjoys scrapbooking, dancing, cooking, and walk/running 5k's. She is the mother of two, Jesse, 22 and Jordan 18. Tricia is assisting Dan Hammond with his client’s financial activities and maintains the financial records for his firm.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
