Dan Crites, Cfp® Email and Phone Number

My mission is to help secure and protect our client’s financial goals by enabling the next generation of Entrepreneurs with access to highly competitive and relevant solutions.When coming to Morgan Stanley, I specifically joined a highly successful and experienced team with extensive years in the industry. We provide comprehensive financial services to clients with complex or unique financial challenges. We have access to one of the best intellectual capacity and research in the industry, combined with a wealth of knowledge and a passion for service. We currently work with several prominent individuals and organizations. Using our tailored investment consulting process, we can work with you to help you gain a better understanding of how to prioritize and achieve your financial goals. Before coming to Morgan Stanley, I spent 5 years at USAA in the Financial Advice and Services Group leveraging multiple roles in operational planning, Chief of Staff support, and supplier management activities. I transitioned from 2 years at Lockheed Martin as a business development strategist with a commercial Green Belt certification. Serving over 8.5 years of Active Duty in the US Navy as a Naval Flight Officer, I enjoyed multiple P-3 operational deployments as well US Army and Air Force cross service assignments including a joint deployment in Operation Iraqi Freedom as a special advisor to the US Army in Electronic Warfare. I received my commission via the ROTC Program at Duke University majoring in Political Science and completed my graduate work in 2008 at the University of Texas at Austin earning a Master of Business Administration.