Daniel Evan Davis, CFP: Capital Guardian Wealth Management

Specialties

Forex & Currency, Mutual Funds, Commodities, Alternative Investments, Annuities, Stocks, Exchange Traded Funds,

Bonds, Options & Futures, Mortgages & Real Estate, Insurance, Socially Responsible Investments

Meet the Business Owner

Daniel D.

Business Owner

Born and raised in Naples, Florida, Dan grew up in a family involved in S.W. Florida commercial real estate and developed an interest for business, real estate, and investments at an early age. Dan spent most of his early years focused on the tennis court… later playing division I college tennis for both University of Alabama (Tuscaloosa, AL) and Stetson University (DeLand, FL). Dan is a graduate of Stetson University’s Roland George Investments Program, a Certified Financial Planner practitioner, and is currently pursuing the Chartered Financial Analyst (CFA) designation (level I candidate).

With a decade and a half of experience within some of the largest brokerage firms in the U.S. and the most difficult market conditions in recent history, Dan has a both broad perspective of the industry and the challenges that face investors today. Work ethic, commitment to advanced education, and high-​level advice and service have been keys to Dan’s success.