Daniel Haines Email & Phone Number
Certified Financial Planner, Accredited Estate Planner @ Capitol Financial Solutions
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Daniel Haines Location
- Chapel Hill, NC, US
Daniel Haines Work
- Certified Financial Planner, Accredited Estate Planner @ (July 2020 - Present)
- Vice President , Financial Advisor, Certified Financial Planner, Accredited Estate Planner @ (March 2017 - July 2020)
- Senior Wealth Advisor, Financial Advisor, Certified Financial Planner, Accredited Estate Planner @ Yadkin Wealth (March 2015 - March 2017)
- Financial Advisor,Financial Service Representative, Investment Adviser Representative @ (January 2008 - April 2015)
- Managing Partner and Registered Investment Advisor @ AdvisorsOne Wealth Management Group (June 2000 - June 2008)
- Registered Manager @ LINSCO/Private Ledger (June 1995 - June 2000)
- Registered Representative @ Prudental Securities and Prudential Preferred (July 1982 - June 1995)
- VP Branch Manager @ Connecticut National Bank and Citytrust (June 1971 - June 1982)
Daniel Haines Education
- Adelphi University
Certified Financial Planner Practitioner (Financial Planning and Services)
1984-1986 - Sacred Heart University
Bachelor's of Science (Psychology)
1967-1971
Daniel Haines Skills
- Financial Advisory
- Business Development
- Finance
- Financial Services
- Strategic Planning
- Retirement Planning
- Microsoft Excel
- Wealth Management Services
- Securities
- Investment Advisory
- Estate Planning
- Wealth Management
- Insurance
- Financial Planning
- FINRA
- IRAs
- Investments
- Services
Daniel Haines Summary
- Daniel Haines, based in Chapel Hill, NC, US, is currently a Certified Financial Planner, Accredited Estate Planner at Capitol Financial Solutions. Daniel Haines brings experience from previous roles at F.N.B. Corporation, Yadkin Wealth, MetLife and AdvisorsOne Wealth Management Group. Daniel Haines holds a 1984 - 1986 Certified Financial Planner Practitioner in Financial Planning and Services @ Adelphi University. With a robust skill set that includes Financial Advisory, Business Development, Finance, Financial Services, Strategic Planning and more. Daniel Haines has 3 emails and 3 mobile phone numbers on RocketReach.
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