Daniel Swain Email & Phone Number

Financial Planner @ Carter Financial Management

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Daniel Swain Location

Leesburg, VA, US

Daniel Swain Work

2023 - now Financial Planner @ Carter Financial Management
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2016 - 2023 Director of Planning @ Frederick Financial Planners
2015 - 2016 Financial Advisor @ Edward Jones
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2013 - 2014 Customer Service Representative @ First Merchants Corporation

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Daniel Swain Education

Taylor University
Bachelor of Arts (B.A.) (HISTORY)
2009 - 2013

Daniel Swain Summary

Daniel Swain, based in Leesburg, VA, US, is currently a Financial Planner at Carter Financial Management. Daniel Swain brings experience from previous roles at Frederick Financial Planners, Edward Jones and First Merchants Corporation. Daniel Swain holds a 2009 - 2013 Bachelor of Arts (B.A.) in HISTORY @ Taylor University. Daniel Swain has 1 emails and 1 mobile phone numbers on RocketReach.

Daniel Swain Emails

Found 1 emails

@carterwealth.com

Daniel Swain Phone Numbers

Found 1 phone numbers

+1 765-667-XXXX

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Susie Spellman

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