Marc Daner

Marc Daner

Your Local Financial Planner || Founder, CFP® || Metro-Atlanta | Atlanta, Georgia, United States

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Work Experience

Daner Wealth Management

President-Financial Advisor

2022-03-01 — Present

Wells Fargo Advisors

Financial Advisor, Managing Director-Investment Officer

2005-07-01 — 2022-03-01

Morgan Stanley

Vice President-Investments, Smith Barney

1999-07-01 — 2005-07-01

Merrill Lynch

Vice President-Investments

1990-05-01 — 1999-06-01

Skills

social security optimization registered investment advisor tax planning estate investment planning retirement planning fiduciary financial advisor wealth management financial planning investments

Languages

No languages available.