Mar. 30, 2011 (PR Newswire) —
WILMINGTON, N.C., March 30, 2011 /PRNewswire/ — Capital Guardian Wealth Management announces the addition of a new independent office in Wilmington, NC. The office is managed by Financial Advisor, Danny Dahl, who has more than 10 years of investment experience, most recently with Securian Financial Services. His strong background in lending and real estate enhances his clients overall experience.
Dahl graduated from UNC-Wilmington in 2000 where he was a four-year member of the men’s basketball team. He currently holds Series 6, 7, 63, and 65 licenses, as well as Life and Health Insurance.
“I decided to affiliate with Capital Guardian because of the strong leadership from the management team and the services they offer to their advisors and clients. The support a Capital Guardian independent advisor receives is unmatched in our industry,” said Dahl.
According to Dahl, “Partnering with Capital Guardian gives me a wide variety of investment products and services to offer my clients in this turbulent economy. It is a real pleasure to have a personal relationship with the home office and not be treated like a number, like at many other large broker dealers. Capital Guardian’s fee structure provides a more flexible and efficient platform for both myself and my clients.”
“Capital Guardian is pleased to expand our presence to the coast of North Carolina. Danny Dahl brings a unique skill set to our firm and has the ability to advise clients in many areas of their personal balance sheet,” said Tony Montanari, CIMA®, Director of Business Development.