Daniel Crews Email & Phone Number

Professional Business Approach:My goal as a member of Sanders & Crews Wealth Management at RBC is quite simple: to help our clients successfully manage their life priorities. We believe in a consultative, goals-based approach to Wealth Management – where success is measured by the outcomes that our clients achieve.We believe that a partnership with our clients' CPA, attorney, and other key advisors is essential to a family's wealth plan, and our services include:-Portfolio Management-Retirement Income Planning-Trust, Estate, and Insurance Planning Services-Small Business Retirement Plan Services-Liability Management and Credit Strategies-Charitable Giving StrategiesProfessional Experience:Following graduation from the University of North Florida's Coggin College of Business in 2008, I was hired as a Financial Solutions Advisor at the Merrill Edge Advisory Center. From there, it was off to Chicago in 2010 for Merrill Lynch's Practice Management Development Program – which I completed in the summer of 2014. I received the offer of a lifetime that August, and in October I moved to Atlanta, GA to join forces with my long time mentor and friend, Christopher "Satch" Sanders - forming Sanders, Gabriel, Crews and Associates. After 5 years together in Atlanta, Satch and I are pleased to announce that we have joined RBC Wealth Management and formed The Sanders & Crews Wealth Management Group.Hobbies/Interests/Community:In my spare time I love to golf, and travel with my wife Rebekah. I've also enjoyed coaching youth basketball at the Providence School in Jacksonville, FL – and spending some time supporting the Boys and Girls Club and the Make a Wish foundation.I invite you to connect if:- Your definition of the pursuit of happiness includes helping others.- You believe a goals-based approach to wealth management may benefit you or someone you care about.

Listed skills include Wealth Management and Basketball.

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  University Of North Florida

  Bachelor'S Degree