Daniel
Humphrey
Here to act in your best interests
About me
As both a U.S. Air Force veteran and a financial planner, my mission has always been to serve. I am enthusiastic about building relationships with my clients to determine the appropriate actions needed to help achieve their current and future financial goals. I specialize in retirement planning, estate planning, investment advice, tax strategies, and overall support in managing my clients’ finances. Outside of work, I enjoy an active lifestyle with my family and friends.
Education
Bachelor of Arts, Political Science - East Tennessee State University
Visit one of our Locations
Charlotte
13860 Ballantyne Corporate Place
Suite 160
Charlotte, NC 28277
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
