AeroLeads people directory · profile
Daniel Peterman, Cfp® Email & Phone Number
Senior Executive Vice President - SageSpring Wealth Partners
at
SageSpring Wealth Partners
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Executive Vice President - SageSpring Wealth Partners
Location
Nashville Metropolitan Area, United States
Company size
Who is Daniel Peterman, Cfp®? Overview
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Quick answer
Daniel Peterman, Cfp® is listed as Senior Executive Vice President - SageSpring Wealth Partners at SageSpring Wealth Partners, a with 1 employees, based in Nashville Metropolitan Area, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Daniel Peterman, Cfp®.
Daniel Peterman, Cfp® previously worked as Wealth Advisor at Raymond James and Financial Advisor at Merrill Lynch. Daniel Peterman, Cfp® holds Bachelor'S Degree from The University Of Alabama.
Company email context
Email format at SageSpring Wealth Partners
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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Daniel Peterman, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Daniel Peterman, Cfp®
Daniel joined SageSpring Wealth Partners, formerly Southwestern Investment Group in 2018, after serving as a financial advisor for over three years at a national financial firm. Through SageSpring Wealth Partners, Daniel serves as a Wealth Advisor. At SageSpring Wealth Partners, we believe that wealth isn't just about the performance of your portfolio - it is about how you live your life and the personally meaningful goals you want to achieve. SageSpring Wealth Partners utilizes an approach with clients that identifies their current needs and long-term goals. This could be saving for retirement, planning for college education, saving for a second home, caring for a family member or starting a business. By utilizing Raymond James, SageSpring Wealth Partners creates a customized plan for clients with their life priorities as the foundation.Daniel earned a double major and graduated with honors from the University of Alabama. In his spare time, Daniel enjoys spending time with his wife Kendal, grilling out and fly fishing on the Caney. Daniel served on the Young Leaders Board with Big Brothers Big Sisters and he is an Ambassador for the Cystic Fibrosis Foundation. In 2017, Daniel was chosen as one of Nashville's Top 30 under 30 Cystic Fibrosis members.Daniel has received his Series 7, Series 66, Life, Health and Annuity Licenses. He is registered with Raymond James Financial Services, Inc. and is focused on helping his clients build wealth through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax reduction strategies, and exceptional customer service.
Listed skills include Microsoft Office, Microsoft Word, Powerpoint, Microsoft Excel, and 1 others.
Current workplace
Daniel Peterman, Cfp®'s current company
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Sagespring Wealth Partners
Employees
1
AeroLeads page
3 roles
Daniel Peterman, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
CurrentInvestment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group and Lighthouse Wealth Group are not registered broker dealers are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.For important disclosure information, please see the “Social Media Disclosure” in the “Contact Info” section.
Nov 2018 - Present
Financial Advisor
Jun 2015 - Nov 2018
1 education record
Daniel Peterman, Cfp® education
-
The University Of Alabama
FAQ
Frequently asked questions about Daniel Peterman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Peterman, Cfp® work for?
Daniel Peterman, Cfp® works for SageSpring Wealth Partners.
What is Daniel Peterman, Cfp®'s role at SageSpring Wealth Partners?
Daniel Peterman, Cfp® is listed as Senior Executive Vice President - SageSpring Wealth Partners at SageSpring Wealth Partners.
What is Daniel Peterman, Cfp®'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Daniel Peterman, Cfp® at SageSpring Wealth Partners.
Where is Daniel Peterman, Cfp® based?
Daniel Peterman, Cfp® is based in Nashville Metropolitan Area, United States while working with SageSpring Wealth Partners.
What companies has Daniel Peterman, Cfp® worked for?
Daniel Peterman, Cfp® has worked for Sagespring Wealth Partners, Raymond James, and Merrill Lynch.
How can I contact Daniel Peterman, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Peterman, Cfp® at SageSpring Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Daniel Peterman, Cfp® attend?
Daniel Peterman, Cfp® holds Bachelor'S Degree from The University Of Alabama.
What skills is Daniel Peterman, Cfp® known for?
Daniel Peterman, Cfp® is listed with skills including Microsoft Office, Microsoft Word, Powerpoint, Microsoft Excel, and Customer Service.
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