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Dan Esquirell
Portefeuillebeheerder-Aandelen bij Wescott Financial Advisory Group LLC
Profiel
Mr. Daniel J.
Esquirell is a Partner & Senior Financial Advisor at Wescott Financial Advisory Group LLC.
He began his career in 1988 working three years in public accounting followed by eight years as a professor of finance and accounting.
He began working with individual clients in the wealth management industry in 1999.
Mr. Esquirell is responsible for developing and presenting financial plans to individual clients as well as overseeing client investment portfolios.
He received his Bachelor of Science degree in Accounting from Bob Jones University and an MBA from Clemson University.
He received the CERTIFIED PUBLIC ACCOUNTANT designation in 1991, and the CERTIFIED FINANCIAL PLANNER® designation in 1999 from the Certified Financial Planner Board of Standards.
He is currently a member of the FPA and he adheres to the Code of Ethics and Professional Standards of Practice set by the CFP Board of Standards.
Actieve functies van Dan Esquirell
Bedrijven | Functie | Begin |
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Wescott Financial Advisory Group LLC
![]() Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott Financial Advisory Group LLC (Wescott) is a registered investment advisory and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Grant Rawdin in 1987 and is a subsidiary of Wescott Holding Co. LLC, which is owned by Duane Morris LLP. Wescott provides wealth and investment management services to high-net-worth individuals, families, trusts, foundations, pension plans, pooled investment vehicles, corporations and other businesses and institutions. | Portefeuillebeheerder-Aandelen | 01-01-2022 |
Eerdere bekende functies van Dan Esquirell
Bedrijven | Functie | Einde |
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Asset Planning Services Ltd.
![]() Asset Planning Services Ltd. Investment ManagersFinance Asset Planning Services Ltd. (APS) is a fee-only, multi-faceted wealth management firm headquartered in Harleysville, Pennsylvania. The firm was founded by Richard J. Volpe in 1987. APS provides investment advice to high net worth individuals, irrevocable trusts, corporations, and charitable organizations. | Portefeuillebeheerder-Aandelen | 31-12-2021 |
Opleiding van Dan Esquirell
Bob Jones University | Undergraduate Degree |
Clemson University | Masters Business Admin |
Ervaring
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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Asset Planning Services Ltd.
![]() Asset Planning Services Ltd. Investment ManagersFinance Asset Planning Services Ltd. (APS) is a fee-only, multi-faceted wealth management firm headquartered in Harleysville, Pennsylvania. The firm was founded by Richard J. Volpe in 1987. APS provides investment advice to high net worth individuals, irrevocable trusts, corporations, and charitable organizations. | Finance |
Wescott Financial Advisory Group LLC
![]() Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott Financial Advisory Group LLC (Wescott) is a registered investment advisory and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Grant Rawdin in 1987 and is a subsidiary of Wescott Holding Co. LLC, which is owned by Duane Morris LLP. Wescott provides wealth and investment management services to high-net-worth individuals, families, trusts, foundations, pension plans, pooled investment vehicles, corporations and other businesses and institutions. | Finance |