Dan Hawley is a financial advisor with Raymond James in the firm’s Naples, Florida branch office. Dan believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. He provides a comprehensive approach to financial planning, investment advisory services and risk management to individuals, families and businesses.
Dan utilizes the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right guidance and tailored financial strategies designed to meet his clients’ specific needs. He works diligently to meet his clients’ expectations with quality customer service and the intention of being their trusted wealth advisor for life. Dan completed the 12-month Advisor Mastery Program (AMP) Foundations with Raymond James, where he focused extensively on holistic financial planning.
Prior to beginning his career in financial services, he served in the United States Air Force as a Crew Chief on the MQ-9 Reaper. After five years of honorable service, Dan separated from the Air Force and moved to Naples, Florida. He received both his Bachelor of Science and a master’s degree in business administration from Hodges University. Dan holds his Series 7 & 66 securities licenses as well as the 2-15 Life and Health insurance license. Additionally, he has obtained two industry designations including the Wealth Management Specialist™ (WMS™) from the College for Financial Planning and the Certified Plan Fiduciary Advisor™ (CPFA™) through the National Association of Plan Advisors (NAPA).
While originally from the great state of Ohio, Dan is a current member of the Veterans Business Council, American Legion and VFW in the Southwest Florida region. He enjoys spending time with family, boating, playing golf and is fascinated by anything related to motorsports. Additionally, Dan and his wife, Lynn, enjoy traveling and share a new-found interest in pickleball.
Raymond James is not affiliated with the above organizations and/or charitable causes.