Dan’s expertise in understanding stocks and technical analysis are handy skills to have. But, it’s his desire to educate clients that brings him the most satisfaction: “More often than not, problems arise around proper asset allocation decisions and stock selection. I’m committed to providing great advice to my clients, including articulating high level concepts in a way they can understand.”
A University of Virginia, McIntire School of Commerce graduate, one of Dan’s biggest accomplishments was helping grow his previous investment firm from $85M to $500M in assets under management over five years.
In his spare time, Dan enjoys playing sports, including tennis, golf, and volleyball.
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.