Devon Daniels Email & Phone Number
Partner and Wealth Manager @ Creative Planning
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Devon Daniels Location
- Wilmington, DE, US
Devon Daniels Work
- 2023 -now Partner and Wealth Manager @
- 1982 -2023 Partner @
Devon Daniels Education
- University of Maryland
BS (Business Management)
Devon Daniels Skills
- Strategic Planning
- Wealth Management
- Financial Planning
- Family Office
- Certified Divorce Financial Analyst
- Estate Planning
- Investment Management
- Client Relations
- Management
- Leadership
- Change Management
- Human Resources
Devon Daniels Summary
- Devon Daniels, based in Wilmington, DE, US, is currently a Partner and Wealth Manager at Creative Planning. Devon Daniels brings experience from previous roles at Daniels + Tansey, LLP. Devon Daniels holds a BS in Business Management @ University of Maryland. With a robust skill set that includes Strategic Planning, Wealth Management, Financial Planning, Family Office, Certified Divorce Financial Analyst and more. Devon Daniels has 1 emails and 3 mobile phone numbers on RocketReach.
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