Daniel B. Parker,
WMSTM
Managing Director
Dan applies more than 33 years of financial industry experience to helping high-networth families and individuals manage and preserve their wealth through constantly changing and sometimes challenging markets.
In 2023 and 2024, Dan was named as one of the Forbes Best-In-State Wealth Advisors.1 As a Wealth Management Specialist and Managing Director, he builds personalized investment and financial planning strategies based on the unique needs and goals of each client.
After working for Citigroup in Chicago, Dan began his career in the financial services industry in 1991 as an advisor at Merrill Lynch. He later joined A.G. Edwards & Sons in 1995 and served as vice president of investments until 2000, when he became first vice president of investments at Citigroup Global Markets/Smith Barney. In 2006, he joined Morgan Keegan, which was acquired by Raymond James in 2012.
Dan was nominated for and completed the Senior Leadership Development Program at Raymond James through Columbia Business School.
Dan attended the University of Alabama before graduating with a degree in finance from DePaul University in Chicago. Raymond James selected him to participate in the threeyear Securities Industry Institute at the Wharton School of the University of Pennsylvania, the premier executive development program for financial services professionals. He completed the program in 2016.
Active in the community, Dan is a former member and past president of the board of Florence Crittenton Programs for South Carolina. He was also a member of the Downtown Rotary Club and a volunteer fireman for the Mount Pleasant Fire Department. Dan is the past treasurer for the Board of Directors for Charleston Day School and also served as chair of the Investment Oversight Committee for several years.
Dan is originally from Eufaula, Alabama. Today, he resides in Charleston, South Carolina with his wife Kim and their two grown daughters. He is a member of St. Michael’s Church, the Country Club of Charleston and the Carolina Yacht Club. In his free time, Dan enjoys cycling and other endurance sports, and more relaxing activities such as golf, fishing and bird hunting.
2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 44,990 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info. Forbes Top Wealth Advisors Best-In-State 2023. Full list: https://www.forbes.com/best-in-statewealth-advisors. This Forbes/SHOOK ranking, from 6/30/21–6/30/22, was released 4/4/23. Of 39,007 nominees, 7,321 won. Raymond James, its advisors & affiliates paid no fees. More https://go.rjf.com/3KsXbF7.
Raymond James is not affiliated with any of the organizations listed above.
