Financial Advisor

Danny, who currently lives in Wilmington NC, attended UNC- Wilmington where he earned his Bachelor of Arts in History Education. While earning his degree he also was a four- year member of the UNCW Seahawks Men’s Basketball Team. After graduating in 2000, he started his financial career on the lending arena where he crafted his skill in cash flow analysis. He quickly grew a passion for helping his clients in all areas of their financial needs.  Helping people has always been one of his compassions. Danny currently holds Series 6, 7, 63, and 65 Licenses, as well as Life and Health Insurance and mortgage loan officer license. He takes special interest in working with Retirees, University employees, Nonprofit organizations, special needs trusts, small business owners and company retirement plans.  

When Danny is not hustling at work, he’s working with several non-profit organizations in the Wilmington area such as Miracle Field, Access of Wilmington, and the Seahawk Club.  

His clients will also tell you that one of the perks of having Danny as their advisor is that they get to see his 8lb Mini Doberman named Loki that never leaves his side.