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Daniel

Humphrey

picture of a planner

Here to act in your best interests

About me

As both a U.S. Air Force veteran and a financial planner, my mission has always been to serve. I am enthusiastic about building relationships with my clients to determine the appropriate actions needed to help achieve their current and future financial goals. I specialize in retirement planning, estate planning, investment advice, tax strategies, and overall support in managing my clients鈥 finances. Outside of work, I enjoy an active lifestyle with my family and friends.

Education

Bachelor of Arts, Political Science - East Tennessee State University

Visit one of our Locations

Charlotte

13860 Ballantyne Corporate Place

Suite 160

Charlotte, NC 28277

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That鈥檚 why you need a partner who can help you plot a course. Whether you鈥檙e accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Certain services provided on an educational and guidance basis only.

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