DST Financial Services is a full-service firm dedicated to helping our clients protect and grow their hard-earned assets. Our firm is independent, so our loyalty belongs exclusively to you. We deliver independent, objective, and unbiased advice to help you achieve your financial goals.
Dan Taylor, founder of DST Financial Services, offers over 15 years of experience in helping clients create, protect, and preserve their wealth. He specializes in providing advice on all personal finance issues ranging from investments and estate planning to 401(k) and 529 plans. Dan believes in providing a “hands on” approach to financial guidance and truly cares about making clients’ dreams a reality.
Dan is passionate about three things in life: investments, golf, and family. Dan spent many years working in the investment industry as an equity analyst and banker. He was inspired to become an independent advisor and help individuals secure a successful financial future when he realized that his experience in the institutional investment world provided him a unique insight that many traditional advisors who come from a sales background lack. He has found that golf is a great way to connect with many of his clients and an opportunity for him to share how he can help with their financial goals. When he’s not on the golf course, he enjoys spending time with his three children.
Dan earned a Bachelor of Science degree from Cornell University in 1995 and a Master of Business Administration degree from the Owen School at Vanderbilt University in 1999. In addition, he currently holds FINRA Series 7 and 66 licenses.
Dan has Qualified as a Top Financial Advisor by Cambridge Investment Research, Inc. and earned a qualification to the Cambridge Signature Club 2015 in San Antonio, TX. Signature Club honors financial advisor’s independent business accomplishments in delivering some of the highest levels of client service and productivity while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Click the following link to read the complete article. News for Immediate Release: Cambridge Signature Club
Through a partnership with my broker-dealer, Cambridge Investment Research, Inc., I have access to a team of specialists who allow me to spend less time on administrative tasks and more time focusing on helping you meet your financial goals.
Jamie Roth is my Cambridge Source Office Assistant. Her physical location is at the Cambridge home office in Iowa. Jamie is a graduate of the University of Northern Iowa and has been part of the Cambridge team since May 2012. She brings a wealth of knowledge to us in the areas of opening new accounts, account transfers, cashiering items and processing paperwork, as well as providing excellent client service. I’m confident you’ll love interacting with her as well as feel secure knowing she’s getting the job done right.
You may reach Jamie by calling toll-free 800-777-6080 ext. 1924. You may also correspond with her through email at email@example.com.