Daniel is a Research Associate for Owens Estate and Wealth Strategies Group. As a voting member of the Investment Committee, Daniel serves on the Research Team and provides valuable insight into the markets and current economic trends. Daniel’s fresh perspective and broad knowledge of the financial markets is most notable in assisting in the implementation and maintenance of our proprietary portfolios. He monitors the performance and momentum of our individual holdings, researches and recommends changes to allocations when needed, and works with individual client accounts to address unique circumstances and propose solutions that are in line with the stated risk and objectives of the portfolio while considering tax consequences, sector allocation and diversification.
Prior to joining Owens Estate and Wealth Strategies Group, Daniel was a Securities Associate with the La Jolla Gateway team at Thrivent Financial. He was also employed with Allianz Global Investors in the Investment Operations department.
Daniel holds the Series 7 and 66 licenses. He graduated from the University of Iowa, Tippie College of Business, with Bachelor of Business Administration with a concentration in Finance. Daniel holds the Series 7 and 66 licenses and is a candidate for the Chartered Financial Analyst (CFA) designation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.