WINTER PARK, Fla., Feb. 8, 2011/PRNewswire/ -- Capital Guardian Wealth Management in Winter Park announces the addition of Vice President Dan Davis, CFP™, AAMS™. Davis brings more than 12-years of industry experience from various well known financial firms, most recently with Wells Fargo Advisors.
“Through a long due diligence process, I determined that Capital Guardian provides the highest quality investment capabilities, technology, flexibility, and financial strength to support the unique needs of my clients. Capital Guardian combines the flexibility and personal touch of a small firm with access to some of the most sophisticated financial planning and investment solutions in the world.” said Davis.
Davis added, “By partnering with Pershing, LLC, the leader in global clearing services, our firm provides an open and flexible technology platform and with exceptional customer service to both the client and advisor.”
“We are fortunate to add another experienced and successful financial advisor such as Mr. Davis to our growing Winter Park office. Capital Guardian is a boutique, independent firm who prospers by hiring experienced financial advisors with an existing client base.” adds Tony Montanari, CIMA®, Director of Business Development.
Davis is a graduate of Stetson University’s George Investment Institute with a degree in finance/investments. He holds the designations of Certified Financial Planner™ and Accredited Asset Management Specialist™.
