Daniel Holdridge Email & Phone Number
Lead Wealth Planner @ Wedmont Private Capital
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Daniel Holdridge Location
- Madison, WI, US
Daniel Holdridge Work
- 2025 -now Lead Wealth Planner @
- 2020 -2025 Financial Advisor @
- 2019 -2020 Financial Advisor @
- 2016 -2019 Associate Advisor @
Daniel Holdridge Education
- Villanova University Charles Widger School of Law
Master of Taxation (MT) and Graduate Certificate in Estate Planning
2023-2025 - University of Wisconsin-Madison
Bachelor's of Business Administration (BBA) (Finance, Investment and Banking)
2012-2016 - Wisconsin School of Business
Bachelor's of Business Administration (BBA) (Finance, Investment and Banking)
2012-2016
Daniel Holdridge Skills
- Employee Retirement Plan Services
- Cash Flow Planning
- Asset Allocation
- Microsoft Excel
- Legacy and Estate Planning
- eMoney
- Factor Investing
- Insurance Needs Analysis
- Social Security Planning
- Benefits Planning
- Education Funding
- Tax Planning
Daniel Holdridge Summary
- Daniel Holdridge, based in Madison, WI, US, is currently a Lead Wealth Planner at Wedmont Private Capital. Daniel Holdridge brings experience from previous roles at Savant Wealth Management and Wipfli Financial Advisors. Daniel Holdridge holds a 2023 - 2025 Master of Taxation (MT) and Graduate Certificate in Estate Planning @ Villanova University Charles Widger School of Law. With a robust skill set that includes Employee Retirement Plan Services, Cash Flow Planning, Asset Allocation, Microsoft Excel, Legacy and Estate Planning and more. Daniel Holdridge has 2 emails and 2 mobile phone numbers on RocketReach.
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