Dan is a fourth generation Floridian who is proud to call Naples his hometown. Dan attended the University of Central Florida and Florida State University and earned a Bachelor of Science in International Affairs. While at FSU Dan was a brother in the Sigma Alpha Epsilon Fraternity and a member of Florida State Universities’ Reserve Officer Training Corps (ROTC) where he was chosen to serve as the Cadet Battalion Commander during his senior year.
Upon graduating from FSU Dan commissioned into the US Army Infantry as a 2nd Lieutenant. While stationed at Ft Benning, GA, Dan graduated from both Ranger School and Airborne School. After Ft Benning, Dan was stationed at Ft Hood, TX and assigned to 2nd Squadron 3d Cavalry Regiment serving as a Platoon Leader and Company Executive Officer. In 2018 Dan was selected to represented 3d Cavalry Regiment in the Army’s Best Ranger Competition hosted by the Airborne and Ranger Training Brigade, as one of 50 teams that faced three intense days of physical fitness and marksmanship. In February of 2018 Dan deployed to NE Syria in support of Operation Inherent Resolve. Dan separated from the Army as a Captain in March of 2020.
At Raymond James, Dan has earned his series 7 and 66 licenses along with his state insurance certificate, Certified Plan Fiduciary Advisor (CPFA), as well as the Accredited Asset Management Specialist (AAMS) designation. Dan has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. Dan’s attention to detail and pursuit of excellence has carried over to the world of wealth management. Dan is proficient in all Microsoft Office applications as well as the RJ Advisor Access and analytics software that is used daily to help us bring you the same personalized investment experience that clients have come to expect. He is excited to be a part of Mike and John’s combined 70 plus years of experience and is looking forward to working with you.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.