Daniel Schwartz
Regional Vice President - New Client Development
Contact Daniel
Daniel’s Locations
Plymouth, MN 55441 (763) 417-1700
About Daniel
Dan works directly with individuals and families to help them make smart, confident decisions about their financial well-being. With 18 years of experience partnering with financial advisors and clients, Dan brings a thoughtful, steady approach to planning and investing. He takes the time to understand what matters most to you, whether it’s retirement, investing wisely, or protecting your wealth. Dan will connect you with the right advice and guidance to help you get there. His approach is personal, practical, and focused on helping you feel secure about your financial future.
Dan is originally from Newtown, Connecticut and relocated to the Charlotte Metro area in 2021. When he’s not working with his clients, you can catch him on one of Charlotte’s greenways with his wife and son.
Education
- BA, Michigan State University
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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