Daniel Flanagan Email & Phone Number
Sr. Wealth Consultant @ Mariner Wealth Advisors
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Daniel Flanagan Location
- Roswell, GA, US
Daniel Flanagan Work
- Sr. Wealth Consultant @ (November 2025 - Present)
- Senior Financial Advisor @ (April 2022 - July 2025)
- Senior Vice President - Team Leader @ (September 2020 - April 2022)
- Vice President - Financial Advisor @ (October 2017 - October 2020)
- Sales Representative @ (June 2015 - April 2017)
- Benefit and Planning Counselor @ (December 2012 - June 2015)
- Vice President - Financial Advisor @ Morgan Keegan (March 2009 - December 2012)
- Financial Advisor @ (January 2002 - January 2009)
- Partner Sales Specialist, Southeast @ (January 2002 - January 2002)
- Sales Executive @ (January 2001 - January 2001)
- Regional Vice President @ S1 Corporation (January 2000 - January 2001)
- National Account Specialist @ (January 1997 - January 2000)
- Senior Field Sales Representative @ Anthem Electronics (January 1993 - January 1997)
- Purchasing Manager @ Amtel Technologies (January 1991 - January 1993)
Daniel Flanagan Education
- Florida State University - Herbert Wertheim College of Business 1988-1991
- Broward College 1986-1988
Daniel Flanagan Skills
- Investments
- Retirement Planning
- Mutual Funds
- Investment Advisory
- Retirement
- Securities
- 401k
- Solution Selling
- Financial Planning
- Asset Management
- Insurance
- Customer Relations
- Portfolio Management
- New Business Development
- Mortgage
- Equities
- Annuities
- Alternative Investments
- Fixed Income
- Consultative Selling
- Financial Advisory
- Investment Strategies
- Sales
- Financial Services
- DES
Daniel Flanagan Summary
- Daniel Flanagan, based in Roswell, GA, US, is currently a Sr. Wealth Consultant at Mariner. Daniel Flanagan brings experience from previous roles at Empower, Personal Capital and Principal Financial Group. Daniel Flanagan holds a 1988 - 1991 Florida State University - Herbert Wertheim College of Business. With a robust skill set that includes Investments, Retirement Planning, Mutual Funds, Investment Advisory, Retirement and more. Daniel Flanagan has 3 emails and 4 mobile phone numbers on RocketReach.
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