MEET WITH DANNY! Choose a Suncoast Credit Union service center below to make a virtual or in-person appointment. For additional locations and availability, please call (866) 300-9382. |
ABOUT
With over 10 years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Holds the Certified Financial Planner and Accredited Asset Management Specialist designations
- Holds FINRA Series 7,66 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from Florida State University.
PERSONAL
I enjoy spending time with my wife Caroline and son Harvey. When I am not working, I enjoy watching my FSU Seminoles and spending time out on the golf course.