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 helping clients plan for the future or 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 every year since 2015. 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.
Our Virtual Assistants: Jennifer Steinhart and Jodi Greiner
This team works as my Premier Virtual Assistant. Their physical location is at Premier Wealth Management®’s headquarters located in Pennsylvania. Jennifer and Jodi bring a wealth of knowledge to us in the areas of opening new accounts, account transfers, cashiering items and processing paperwork, as well as marketing and advertising assistance. With their help I am able to better serve you!
DST Financial Services, 30 Springhill Farm Court, Cockeysville, Maryland 21030, Phone: 617-290-5965, Fax: 866-544-7492, firstname.lastname@example.org
Dan Taylor, registered representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. DST Financial Services and Cambridge Investment Research, Inc., are not affiliated companies.
Cambridge Investment Research, Inc. does not offer tax advice.
This communication is strictly intended for individuals residing in the states of DE, CA, CO, FL, GA, IL, KY, LA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WV and DC. No offers may be made or accepted from any resident outside the specific states referenced.
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