Dan helps us maintain the high level of service we provide to our clients. Responsive and organized, he provides timely and thorough reply to our client’s questions and makes sure their needs are always his greatest priority. Before joining our team in February 2023, Dan was a Retail Banker II with Woodforest National Bank and is working on his bachelor’s degree in Business, with a specialization in Financial Services, from The Pennsylvania State University.
Now part of an eight-person team of financial professionals, Dan’s focus is providing support for our team’s client accounts. Mentored by the senior partners on the team, Dan values connecting with clients, learning about them, and listening to their needs.
Originally from Pittsburgh Pennsylvania, he currently lives in Williamsburg, Virginia. He has volunteered previously with the Four Diamonds Foundation* to support children and families impacted by childhood cancer. In his free time, Dan enjoys playing disc golf and spending time with friends and family.
Raymond James is not affiliated with the above organizations and/or charitable causes.