2025 -
now Managing Director at Stokes Family Office, Dallas @
2020 -
2025 Wealth Advisor @
2013 -
2020 Financial Planner @ Red Oak Financial Group
2011 -
2013 Sales Account Executive @
2010 -
2011 Project Coordinator @
Daniel Becker Education
Texas Christian University
Bachelor of Science (Economics)
2006
-
2009
Daniel Becker Skills
Comprehensive wealth planning
Investment management
Executive compensation planning
Estate planning
Asset protection
Charitable gifting strategies
Daniel Becker Summary
Daniel Becker, based in Dallas, TX, US, is currently a Managing Director at Stokes Family Office, Dallas at Stokes Family Office. Daniel Becker brings experience from previous roles at Strata Wealth Advisors, LLC, Red Oak Financial Group, Federal Express and Research Now. Daniel Becker holds a 2006 - 2009 Bachelor of Science in Economics @ Texas Christian University. With a robust skill set that includes Comprehensive wealth planning, Investment management, Executive compensation planning, Estate planning, Asset protection and more. Daniel Becker has 3 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.