Dan Ciez
Algemeen Directeur bij Jacksonville Wealth Management LLC
Profiel
Mr. Daniel M.
Ciez is a President & Financial Advisor at Jacksonville Wealth Management LLC.
He founded Jacksonville Wealth Management and the Jacksonville Wealth Management Center.
He started his career in the financial services industry in 1993.
He received his undergraduate degree from the University of Florida.
Actieve functies van Dan Ciez
| Bedrijven | Functie | Begin |
|---|---|---|
Jacksonville Wealth Management LLC
 Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Algemeen Directeur | 01-09-2013 |
Opleiding van Dan Ciez
| University of Florida | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Jacksonville Wealth Management LLC
Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Finance |
