Daniel H Waldrop

Financial Services professional with an entrepreneurial mind-set, a passion for financial markets, and helping others to achieve their financial goals. 20 years experience in Financial Services Industry. •Specialties; Investment Strategy, Trading, Investment / Brokerage Operations, and Sales & Relationship Management. •Series 7 & 66 As of 12/31/21 clients have entrusted us to oversee approximately $315 million of their financial assets. Our goal is to continue to help individuals and families build, manage, and maintain their wealth by providing full-service investment management and retirement planning solutions. Education and personalized service is the cornerstone of our client relationships. It's extremely important that clients understand the value of their money and how it can work for them. As an Investment Associate and Operations Manager I oversee all aspects of client service / on-boarding, wealth management operations, trading, and business management related to growth and marketing. I also assist in advising clients regarding their investment and retirement planning strategy, prospect/ client business development, and portfolio management - portfolio construction, researching (and selecting) money managers and individual securities / mutual funds, ETFs, and UITs. I am obsessed with the stock market and investing, how it all works, and how it assist in building long-term personal wealth. I am truly blessed that I work in an industry that I consider more of a hobby than a job. Outside of work I am passionate about fitness, hanging with friends and family, and real estate. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of AL,AZ,CA,CO,FL,GA,LA,MI,MO,NC,NY,OH,OR,SC,TN,TX,VA Please contact me by e-mail [email protected] or by phone 470-523-8113. I cannot respond to messages through LinkedIn.