Burton W. Daniel
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Burton W. Daniel Email & Phone Number

Associate VP and Wealth Management, Financial Advisor, HDS Financial Partners at Janney Montgomery Scott LLC
Location: United States, United States, United States 9 work roles 1 school
1 work email found @janney.com 1 phone found area 443 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@janney.com
Direct phone (443) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Janney Montgomery Scott LLC
Role
Associate VP and Wealth Management, Financial Advisor, HDS Financial Partners
Location
United States, United States, United States
Company size
2579 employees

Who is Burton W. Daniel? Overview

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Quick answer

Burton W. Daniel is listed as Associate VP and Wealth Management, Financial Advisor, HDS Financial Partners at Janney Montgomery Scott LLC, a company with 2579 employees, based in United States, United States, United States. AeroLeads shows a work email signal at janney.com, phone signal with area code 443, and a matched LinkedIn profile for Burton W. Daniel.

Burton W. Daniel previously worked as Associate VP / Wealth Management, Financial Advisor, HDS Financial Partners at Janney Montgomery Scott Llc and Financial Advisor | Snyder Daniel Wealth Advisors at Janney Montgomery Scott Llc. Burton W. Daniel holds B.A., English from University Of Maryland College Park.

Company email context

Email format at Janney Montgomery Scott LLC

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{first_initial}{last}@janney.com
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AeroLeads found 1 current-domain work email signal for Burton W. Daniel. Compare company email patterns before reaching out.

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Profile bio

About Burton W. Daniel

With more than 11 years of experience in the financial services industry, I have established a client service philosophy that centers on clarity and consistency. I take pride in always putting the client first and helping them make informed decisions based on their needs and goals. Both our team and Janney provide me with many resources, particularly the Retirement Income Evaluator, which enables clients to sit in the driver’s seat of their own retirement and test the fit and feel of many different plans.Currently working towards my CFP certification, I am committed to improving not only my advice and guidance to clients, but also improving my community and surrounding areas. My wife, Lindsay, my daughter Lilah and I live in Federal Hill along with our dogs, Izzy, Richi and Benny. In my spare time, I enjoy playing golf, working out, yoga and cooking.At Snyder Daniel Wealth Advisors, we are dedicated to helping our clients achieve their financial goals – for both today and tomorrow. We provide our clients with comprehensive wealth management services, including investment planning and strategic financial and retirement planning. Our team is dedicated to affording our clients a legacy of achievement through a relationship built on trust and success.

Listed skills include Investments, Finance, Retirement Planning, Customer Service, and 9 others.

Current workplace

Burton W. Daniel's current company

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Janney Montgomery Scott LLC
Janney Montgomery Scott Llc
Associate VP and Wealth Management, Financial Advisor, HDS Financial Partners
United States
Website
janney.com
Employees
2579
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Company profile
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9 roles · 22 years

Burton W. Daniel work experience

A career timeline built from the work history available for this profile.

Associate Vp / Wealth Management, Financial Advisor, Hds Financial Partners

Current
Janney Montgomery Scott Llc

Lutherville, Maryland, United States

Mar 2023 - Present

Financial Advisor | Snyder Daniel Wealth Advisors

Current
Janney Montgomery Scott Llc

Baltimore, Maryland, United States

Nov 2020 - Present

Financial Advisor | Scheinker Wealth Advisors

Janney Montgomery Scott Llc

Baltimore, MD Area

Scheinker Wealth Advisors manages money for high-net-worth individuals and corporations.

Jun 2018 - Nov 2020

Financial Advisor | Stadium Square Wealth Advisors | Janney Montgomery Scott Llc

Janney Montgomery Scott Llc

Baltimore, Maryland Area

Feb 2017 - Jun 2018

Financial Advisor

Wells Fargo Advisors

250 West Pratt St. 23rd Floor Baltimore MD 21201

Jul 2009 - Feb 2017

Sales And Production Intern

Ryan Homes

Assisted in the sales and production process for Ryan Homes as a summer internship.

Jun 2007 - Aug 2007
Team & coworkers

Colleagues at Janney Montgomery Scott LLC

Other employees you can reach at janney.com. View company contacts for 2579 employees →

EJ Eric Jacobs Eric Jacobs Colleague at Janney Montgomery Scott Llc Garden City, New York, United States, United States View → WL William Lepping William Lepping Colleague at Janney Montgomery Scott Llc Melville, New York, United States, United States View → KM Kevin Myers, Cfp® Kevin Myers, Cfp® Colleague at Janney Montgomery Scott Llc Atlanta Metropolitan Area, United States View → RG Robert Gelsher Robert Gelsher Colleague at Janney Montgomery Scott Llc Wyncote, Pennsylvania, United States, United States View → AM Alex Macavoy Alex Macavoy Colleague at Janney Montgomery Scott Llc West Chester, Pennsylvania, United States, United States View → MM Michael Mcmurray Michael Mcmurray Colleague at Janney Montgomery Scott Llc Melville, New York, United States, United States View → TM Thomas Mcdonald Thomas Mcdonald Colleague at Janney Montgomery Scott Llc Latham, New York, United States, United States View → DL David Lau David Lau Colleague at Janney Montgomery Scott Llc Greater Boston, United States View → SP Steven Pitassi Steven Pitassi Colleague at Janney Montgomery Scott Llc Providence, Rhode Island, United States, United States View → RG Ross Galloway Ross Galloway Colleague at Janney Montgomery Scott Llc Trumbull, Connecticut, United States, United States View →
1 education record

Burton W. Daniel education

FAQ

Frequently asked questions about Burton W. Daniel

Quick answers generated from the profile data available on this page.

What company does Burton W. Daniel work for?

Burton W. Daniel works for Janney Montgomery Scott LLC.

What is Burton W. Daniel's role at Janney Montgomery Scott LLC?

Burton W. Daniel is listed as Associate VP and Wealth Management, Financial Advisor, HDS Financial Partners at Janney Montgomery Scott LLC.

What is Burton W. Daniel's email address?

AeroLeads has found 1 work email signal at @janney.com for Burton W. Daniel at Janney Montgomery Scott LLC.

What is Burton W. Daniel's phone number?

AeroLeads has found 1 phone signal(s) with area code 443 for Burton W. Daniel at Janney Montgomery Scott LLC.

Where is Burton W. Daniel based?

Burton W. Daniel is based in United States, United States, United States while working with Janney Montgomery Scott LLC.

What companies has Burton W. Daniel worked for?

Burton W. Daniel has worked for Janney Montgomery Scott Llc, Wells Fargo Advisors, Cognitive Professional Services Inc. (Formally Cognitive Technologies), Ryan Homes, and Vector Marketing.

Who are Burton W. Daniel's colleagues at Janney Montgomery Scott LLC?

Burton W. Daniel's colleagues at Janney Montgomery Scott LLC include Eric Jacobs, William Lepping, Kevin Myers, Cfp®, Robert Gelsher, and Alex Macavoy.

How can I contact Burton W. Daniel?

You can use AeroLeads to view verified contact signals for Burton W. Daniel at Janney Montgomery Scott LLC, including work email, phone, and LinkedIn data when available.

What schools did Burton W. Daniel attend?

Burton W. Daniel holds B.A., English from University Of Maryland College Park.

What skills is Burton W. Daniel known for?

Burton W. Daniel is listed with skills including Investments, Finance, Retirement Planning, Customer Service, Leadership, Financial Analysis, Economics, and Liability Analysis.

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