Daniel Courson
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Daniel Courson Email & Phone Number

Wealth Advisor, MRFC at Security Financial Management, a BlueSpring Wealth Partner at Security Financial Management, Inc.
Location: Orlando, Florida, United States 3 work roles 2 schools
1 work email found @sfmadvisorgroup.com 5 phones found area 386, 407, and 562 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email d****@sfmadvisorgroup.com
Direct phone (386) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Security Financial Management, Inc.
Role
Wealth Advisor, MRFC at Security Financial Management, a BlueSpring Wealth Partner
Location
Orlando, Florida, United States
Company size
31 employees

Who is Daniel Courson? Overview

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Quick answer

Daniel Courson is listed as Wealth Advisor, MRFC at Security Financial Management, a BlueSpring Wealth Partner at Security Financial Management, Inc., a with 31 employees, based in Orlando, Florida, United States. AeroLeads shows a work email signal at sfmadvisorgroup.com, phone signal with area code 386, 407, 562, and a matched LinkedIn profile for Daniel Courson.

Daniel Courson previously worked as Wealth Advisor at Security Financial Management, Inc. and Financial Advisor at Edward Jones. Daniel Courson holds Baba, Finance from University Of Florida - Warrington College Of Business.

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Email format at Security Financial Management, Inc.

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{first}@sfmadvisorgroup.com
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AeroLeads found 1 current-domain work email signal for Daniel Courson. Compare company email patterns before reaching out.

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Profile bio

About Daniel Courson

Daniel Courson has been with Security Financial Management since 2010. He believes his previous eight years as an accountant and financial advisor at a national broker/dealer were an ideal foundation for his work as an independent financial advisor.Attention to detail, good listening skills and great empathy are symbols of his appreciation by his clients. He is effectively supported by a team of administration and partners whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent client service.Daniel is a proud graduate of the Warrington College of Business at the University of Florida with a major concentration in Finance and minor concentrations in both Economics and Management. He currently holds the Series 7, Series 66, and Florida 2-15 licenses. Additionally, he holds the MRFC(R) designation.Daniel has two lovely daughters, who enjoy swimming and cycling. Away from the business, he enjoys being an active member in his community, supporting the Florida Gators, and spending time with family and friends.I may only discuss and/or transact business with the residents of the following states: FL, AL, AZ, CA, CT, GA, ID, IL, ID, MI, MO, NC, OH, OK, SC, TN, VA, and WA.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. is affiliated with Kestra IS and Kestra AS.

Listed skills include Investments, Strategic Financial Planning, Financial Advisory, Financial Planning, and 36 others.

Current workplace

Daniel Courson's current company

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Security Financial Management, Inc.
Security Financial Management, Inc.
Wealth Advisor, MRFC at Security Financial Management, a BlueSpring Wealth Partner
orlando, florida, united states
Website
sfmadvisorgroup.com
Employees
31
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Company profile
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3 roles

Daniel Courson work experience

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

Wealth Advisor

Current
Security Financial Management, Inc.

Orlando, Fl

Security Financial Management, Inc. is a full service financial planning and wealth management firm and began serving clients in 1983. The business is domiciled in Orlando and Viera, Florida. Security Financial Management serves clients nationwide. Achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family, making sure children (or grandchildren) get an education, building a legacy... For most Americans, these are extremely important issues. But many of us feel unprepared and ill-equipped to deal with all of them in a coordinated, knowledgeable way.Many investors are frustrated, worried and uncertain where to turn. They have no idea how to get from where they are today to where they want to be in the future. For some, working with an experienced and trusted Independent Wealth Advisor may be the answer. Security Financial Management provides personalized financial solutions that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.Registered Security Financial Management and BlueSpring Wealth Partners, LLC are affiliates of Kestra IS and Kestra AS.

Jun 2010 - Present

Financial Advisor

Edward Jones

Investment Planning and Wealth Management Services

Jan 2008 - Jun 2010

Project Accountant - Marina And Waterfront Development Team

Applied Technology & Management

- Responsible for verifying project financial commitments that are consistent with corporate financial policies and procedures.- Ensure cost management records of budgets, expenditures, forecasts and cash flow is maintained. - Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts, and document business transactions.- Monitor and review accounting and related system reports for accuracy and completeness.- Prepare and review budget, revenue, expense, invoices, and other accounting documents.- Maintain ~100 international projects with revenue of approximately USD 19 million.

Jul 2002 - Jan 2008
Team & coworkers

Colleagues at Security Financial Management, Inc.

Other employees you can reach at sfmadvisorgroup.com. View company contacts for 31 employees →

TB Trevor Bell Trevor Bell Colleague at Security Financial Management, Inc.Winter Springs, Florida, United States View → GR Gabriella Ramsey-Chen Gabriella Ramsey-Chen Colleague at Security Financial Management, Inc.Tallahassee, Florida, United States View → JK John Keeney John Keeney Colleague at Security Financial Management, Inc.Orlando, Florida, United States View → CW Charles W. Allen Charles W. Allen Colleague at Security Financial Management, Inc.Melbourne, Florida, United States View → AM Anna Marie Y. Anna Marie Y. Colleague at Security Financial Management, Inc.San Antonio, Texas, United States View → SL Sylvia Linares-Williams Sylvia Linares-Williams Colleague at Security Financial Management, Inc.Orlando, Florida, United States View → AS Allison Shuck Allison Shuck Colleague at Security Financial Management, Inc.Titusville, Florida, United States View → SV Sandra Veras Sandra Veras Colleague at Security Financial Management, Inc.United States View → JB Julia Boggs Julia Boggs Colleague at Security Financial Management, Inc.Titusville, Florida, United States View → LM Laurie Miller Laurie Miller Colleague at Security Financial Management, Inc.Orlando, Florida, United States View →
2 education records

Daniel Courson education

Aa, Business

Lake City Community College

Activities and Societies: Elected Senator: Student Government Association Stock Market Team

FAQ

Frequently asked questions about Daniel Courson

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

What company does Daniel Courson work for?

Daniel Courson works for Security Financial Management, Inc..

What is Daniel Courson's role at Security Financial Management, Inc.?

Daniel Courson is listed as Wealth Advisor, MRFC at Security Financial Management, a BlueSpring Wealth Partner at Security Financial Management, Inc..

What is Daniel Courson's email address?

AeroLeads has found 1 work email signal at @sfmadvisorgroup.com for Daniel Courson at Security Financial Management, Inc..

What is Daniel Courson's phone number?

AeroLeads has found 5 phone signal(s) with area code 386, 407, 562 for Daniel Courson at Security Financial Management, Inc..

Where is Daniel Courson based?

Daniel Courson is based in Orlando, Florida, United States while working with Security Financial Management, Inc..

What companies has Daniel Courson worked for?

Daniel Courson has worked for Security Financial Management, Inc., Edward Jones, and Applied Technology & Management.

Who are Daniel Courson's colleagues at Security Financial Management, Inc.?

Daniel Courson's colleagues at Security Financial Management, Inc. include Trevor Bell, Gabriella Ramsey-Chen, John Keeney, Charles W. Allen, and Anna Marie Y..

How can I contact Daniel Courson?

You can use AeroLeads to view verified contact signals for Daniel Courson at Security Financial Management, Inc., including work email, phone, and LinkedIn data when available.

What schools did Daniel Courson attend?

Daniel Courson holds Baba, Finance from University Of Florida - Warrington College Of Business.

What skills is Daniel Courson known for?

Daniel Courson is listed with skills including Investments, Strategic Financial Planning, Financial Advisory, Financial Planning, Finance, Insurance, Wealth Management, and Series 63.

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