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Daniel Carlile, Cfp®, Cpwa®, Ricp® Email & Phone Number

Vice President, Towne Wealth Management at TowneBank
Location: Williamsburg, Virginia, United States 9 work roles 1 school
2 work emails found @raymondjames.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email d****@raymondjames.com
LinkedIn Profile matched
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Current company
TowneBank
Role
Vice President, Towne Wealth Management
Location
Williamsburg, Virginia, United States
Company size
1640 employees

Who is Daniel Carlile, Cfp®, Cpwa®, Ricp®? Overview

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Quick answer

Daniel Carlile, Cfp®, Cpwa®, Ricp® is listed as Vice President, Towne Wealth Management at TowneBank, a company with 1640 employees, based in Williamsburg, Virginia, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Daniel Carlile, Cfp®, Cpwa®, Ricp®.

Daniel Carlile, Cfp®, Cpwa®, Ricp® previously worked as Private Wealth Advisor, RJFS at Raymond James and Investment Executive, RJFS: Assistant Vice President at Monarch Bank Private Wealth. Daniel Carlile, Cfp®, Cpwa®, Ricp® holds Bachelor Of Arts (Ba), Economics from University Of Virginia.

Company email context

Email format at TowneBank

This section adds company-level context without repeating Daniel Carlile, Cfp®, Cpwa®, Ricp®'s masked contact details.

*@raymondjames.com
71% confidence

AeroLeads found 2 current-domain work email signals for Daniel Carlile, Cfp®, Cpwa®, Ricp®. Compare company email patterns before reaching out.

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Profile bio

About Daniel Carlile, Cfp®, Cpwa®, Ricp®

For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

Listed skills include Financial Services and Services.

Current workplace

Daniel Carlile, Cfp®, Cpwa®, Ricp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

TowneBank
Townebank
Vice President, Towne Wealth Management
Williamsburg, VA, US
Website
townebank.com
Employees
1640
AeroLeads page
Company profile
View company profile Email format
9 roles

Daniel Carlile, Cfp®, Cpwa®, Ricp® work experience

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

Vice President, Towne Wealth Management

Townebank

Williamsburg, VA, US

Private Wealth Advisor, Rjfs

Current
Raymond James

5235 Monticello Avenue, Williamsburg, VA 23188

Jun 2016 - Present

Vice President, Towne Wealth Management

Current
Townebank

5235 Monticello Avenue, Williamsburg, VA 23188

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, FDIC or any governmental agency, are not deposits or obligations of TowneBank, are not guaranteed by TowneBank, and are subject to risks, including the possible loss of principal. TowneBank, Towne Wealth Management, and Towne.

Jun 2016 - Present

Investment Executive, Rjfs: Assistant Vice President

Monarch Bank Private Wealth

5235 Monticello Avenue, Williamsburg, VA 23188 (757) 585-2394

Aug 2012 - Jun 2016

Investment Associate

Merrill Lynch

Williamsburg, Virginia

Jan 2009 - Oct 2010

Financial Advisor

Merrill Lynch

Williamsburg, Virginia

Jul 2006 - Dec 2008

Executive Director

One In Four (Fka No More, Inc.)

Williamsburg, Virginia

Jul 2004 - Jul 2006
Team & coworkers

Colleagues at TowneBank

Other employees you can reach at townebank.com. View company contacts for 1640 employees →

AH Austin Hardee Austin Hardee Colleague at Townebank Norfolk, Virginia, United States, United States View → NT Nancy Tripodi Nancy Tripodi Colleague at Townebank Virginia Beach, Virginia, United States, United States View → SI Samantha Iseman Samantha Iseman Colleague at Townebank Virginia Beach, Virginia, United States, United States View → CA Christy Allen Christy Allen Colleague at Townebank Virginia Beach, Virginia, United States, United States View → RD Richard Dickinson Richard Dickinson Colleague at Townebank Richmond, Virginia, United States, United States View → SH Stacey Hasty Stacey Hasty Colleague at Townebank Chesapeake, Virginia, United States, United States View → CC Chelsea Copan Chelsea Copan Colleague at Townebank Suffolk, Virginia, United States, United States View → JC Jack Crawford Jack Crawford Colleague at Townebank Kitty Hawk, North Carolina, United States, United States View → LL Lisa Lynch Lisa Lynch Colleague at Townebank Norfolk, Virginia, United States, United States View → PL Princess Lassiter Princess Lassiter Colleague at Townebank Charlotte, North Carolina, United States, United States View →
1 education record

Daniel Carlile, Cfp®, Cpwa®, Ricp® education

FAQ

Frequently asked questions about Daniel Carlile, Cfp®, Cpwa®, Ricp®

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

What company does Daniel Carlile, Cfp®, Cpwa®, Ricp® work for?

Daniel Carlile, Cfp®, Cpwa®, Ricp® works for TowneBank.

What is Daniel Carlile, Cfp®, Cpwa®, Ricp®'s role at TowneBank?

Daniel Carlile, Cfp®, Cpwa®, Ricp® is listed as Vice President, Towne Wealth Management at TowneBank.

What is Daniel Carlile, Cfp®, Cpwa®, Ricp®'s email address?

AeroLeads has found 2 work email signals at @raymondjames.com for Daniel Carlile, Cfp®, Cpwa®, Ricp® at TowneBank.

Where is Daniel Carlile, Cfp®, Cpwa®, Ricp® based?

Daniel Carlile, Cfp®, Cpwa®, Ricp® is based in Williamsburg, Virginia, United States while working with TowneBank.

What companies has Daniel Carlile, Cfp®, Cpwa®, Ricp® worked for?

Daniel Carlile, Cfp®, Cpwa®, Ricp® has worked for Townebank, Raymond James, Monarch Bank Private Wealth, Suntrust Investment Services, and Merrill Lynch.

Who are Daniel Carlile, Cfp®, Cpwa®, Ricp®'s colleagues at TowneBank?

Daniel Carlile, Cfp®, Cpwa®, Ricp®'s colleagues at TowneBank include Austin Hardee, Nancy Tripodi, Samantha Iseman, Christy Allen, and Richard Dickinson.

How can I contact Daniel Carlile, Cfp®, Cpwa®, Ricp®?

You can use AeroLeads to view verified contact signals for Daniel Carlile, Cfp®, Cpwa®, Ricp® at TowneBank, including work email, phone, and LinkedIn data when available.

What schools did Daniel Carlile, Cfp®, Cpwa®, Ricp® attend?

Daniel Carlile, Cfp®, Cpwa®, Ricp® holds Bachelor Of Arts (Ba), Economics from University Of Virginia.

What skills is Daniel Carlile, Cfp®, Cpwa®, Ricp® known for?

Daniel Carlile, Cfp®, Cpwa®, Ricp® is listed with skills including Financial Services and Services.

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