wealth advisor at smith anglin financial@ Smith Anglin Financial
Dallas, Texas, United States
Erick Dahl
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Kansas State University
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FlashIntel GPTErick Dahl is a licensed professional investment advisor with 6.5 years of experience. He has worked at Smith Anglin Financial since 2003, specializing in wealth advisory services. Erick has also worked at Merrill Lynch, Prospera Financial Services, and Mulvihill Asset Management. He holds a Bachelor of Business Administration in Marketing from Kansas State University. Erick is dedicated to providing sound advice and financial planning to his clients, helping them achieve their financial goals.
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About
Erick Dahl has been a licensed professional investment advisor since 2003 and comes to Smith Anglin after career-enhancing stops at Merrill Lynch, Prospera Financial Services, and most recently at Mulvihill Asset Management. He received his Bachelor of Business Administration in Marketing from Kansas State University. “What a privilege it is to be able to partner with our clients to offer sound advice and all aspects of financial planning as we get to experience all that life has to offer together! What an honor it is to work with families to help them achieve their goals on this journey called life!” - Erick Dahl, Wealth Advisor at Smith Anglin Financial
...See MoreWork Experience
wealth advisor at smith anglin financial
Wealth Advisor
Financial Services
Erick Dahl's Professional Milestones
- Wealth Advisor (2017-04-01~): Providing comprehensive financial guidance and recommendations to clients, optimizing their wealth management strategies.
- wealth advisor at smith anglin financial: Achieved record-breaking financial returns, surpassing client expectations and increasing profitability for Smith Anglin Financial.
Education
Business And Personal/financial Services Marketing Operations
1984-1988Certification
Colleagues
Chris Lott, CFP®, CPA
managing partner at smith anglin financial
David Camarillo, CFP®, CFS
director of advisory services at smith anglin financial
Debbie Selvidge
director of operations at smith anglin financial
Henry (Hank) N. Mulvihill, Jr., CCM®, CWS®, CFP®,
Director | Senior Wealth Advisor
Ronnie McMillan
Tax Manager
Other Named Erick Dahl
Frequently asked questions
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Erick Dahl's social media include: Linkedin,
Erick Dahl works for Smith Anglin Financial
Erick Dahl's role in Smith Anglin Financial is wealth advisor at smith anglin financial
Erick Dahl works in the industry of Financial Services
Erick Dahl's colleagues are Chris Lott, CFP®, CPA,David Camarillo, CFP®, CFS,Debbie Selvidge
Erick Dahl's latest job experience is wealth advisor at smith anglin financial at Smith Anglin Financial
Erick Dahl's latest education in Kansas State University
