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 2026, Dan was named as one of the Forbes Best-In-State Wealth Advisors. 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 three year 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.
The Forbes Best-in-State Wealth Advisors 2026 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 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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 52,043 nominations, roughly 11,302 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. Compensation provided for using the 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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
