Dan Green, Cfp® Email and Phone Number

As a Senior Financial Advisor, Managing Partner with a CERTIFIED FINANCIAL PLANNER™ certification, I’m part of a practice where our goal is to provide a holistic approach to investment planning. We serve individuals and families to aide in developing strategies designed to help in creating, growing, preserving and protecting wealth. Specializing in comprehensive, financial advice and portfolio management designed around each client's specific goals and objectives. We have a mission to help our clients achieve financial independence with risk management while always being sure to add that personal touch! Originally from Maryland I now call Roanoke home. I enjoy working with a local team that takes great care in their planning approach when working with clients. I have been married to my wife Lisa, a Roanoke native for 25 years and we have two children Sidney and Jack. My daughter Sidney attended college at Virginia Tech. My son Jack is currently attending Virginia Tech as well. In my spare time I play a little golf and enjoy staying fit. I'm also a bit of a travel nut. In my lifetime, I have a goal of visiting every continent. I've checked off two continents so far.This information is intended for use by residents of AL, AZ, CA, DC, FL, GA, ID, IN, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WI, and WV only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.