Daniel Herman,

Danny provides clients with comprehensive, solutions-based financial guidance. His goal is to empower the high-net-worth individuals, successful business owners and retirees he works with by helping them understand the process of financial planning, giving them the tools and advice they need to confidently pursue their goals.

He has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests. Energetic and straightforward, Danny applies his 20-plus years of industry experience to help clients navigate everything from uncertain markets to unexpected life events.

Driven by his passion for the interlinked nature of world markets, Danny began his career in 1997 as a financial consultant with Merrill Lynch. He later worked at Morgan Stanley and as vice president of investments at Morgan Keegan. In 2012, Danny joined Raymond James – a company that shares his client-first values – after the firm acquired Morgan Keegan.

Danny holds a BSBA in marketing from the University of West Florida. He remains active in his community and currently serves as vice chair of finance and as a board member of Pensacola Sports.

Danny was named to the 2024 edition of the Forbes list of Best-in-State Top Wealth Advisors †.”

Born and raised in Pensacola, Florida, Danny resides in his hometown with his two sons. In addition to golfing, running and cooking, Danny plays competitive USTA tennis and even played on a national championship mixed doubles team in 2015.

† The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.