Certified Financial Planner™
Investment Consultant, Branch Manager
Daniel J. Gavin is a CERTIFIED FINANCIAL PLANNER™ professional, a branch manager with Raymond James Financial Services, Inc. (RJFS) and managing member of Gavin & Associates, LLC. He has more than 40 years of experience in the financial planning and investment management profession. Daniel received the CFP® certification in 1981 and has applied his experience and expertise to assist many individuals, non-profit organizations, and corporations with achieving their personal and business goals.
Daniel has held various leadership positions, serving on the Board of Directors of the Michigan Society of Certified Financial Planners and as President. He served on the Board of Directors of the Northeast Michigan Estate Planning Council and is a member of the Financial Planning Association. He has been a member of the Chairman’s Council and the Leader’s Council for RJFS*. He has been selected as one of the Top 100 Independent Advisors in the country by Registered Rep. Magazine based on assets under management.
A finance graduate of Wayne State University, he has served in numerous educational capacities for a variety of public and private organizations. Daniel has provided retirement and investment management educational programs for major Fortune 500 companies and small businesses.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually.