AeroLeads people directory · profile

Daniel F. Haines, Jr. Cfp®, Aep® Email & Phone Number

Certified Financial Planner, Accredited Estate Planner at Capitol Financial Solutions
Location: Raleigh-Durham-Chapel Hill Area, United States, United States 9 work roles 2 schools
1 work email found @capfs.com 15 phones found area 203 and 919 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 15 phones

Work email d****@capfs.com
Direct phone (203) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Capitol Financial Solutions
Role
Certified Financial Planner, Accredited Estate Planner
Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Company size
82 employees

Who is Daniel F. Haines, Jr. Cfp®, Aep®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Daniel F. Haines, Jr. Cfp®, Aep® is listed as Certified Financial Planner, Accredited Estate Planner at Capitol Financial Solutions, a company with 82 employees, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a work email signal at capfs.com, phone signal with area code 203, 919, and a matched LinkedIn profile for Daniel F. Haines, Jr. Cfp®, Aep®.

Daniel F. Haines, Jr. Cfp®, Aep® previously worked as Financial Advisor, Certified Financial Planner, Accredited Estate Planner at Capitol Financial Solutions and Vice President , Financial Advisor, Certified Financial Planner, Accredited Estate Planner at F.N.B. Corporation. Daniel F. Haines, Jr. Cfp®, Aep® holds Bachelor'S Of Science, Psychology from Sacred Heart University.

Company email context

Email format at Capitol Financial Solutions

This section adds company-level context without repeating Daniel F. Haines, Jr. Cfp®, Aep®'s masked contact details.

*@capfs.com
71% confidence

AeroLeads found 1 current-domain work email signal for Daniel F. Haines, Jr. Cfp®, Aep®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Daniel F. Haines, Jr. Cfp®, Aep®

“Successful people often have complex financial, business and life challenges. Utilizing a financial planning process with sound financial solutions we deliver clarity and peace of mind to our clients.” We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Listed skills include Estate Planning, Investment Advisory, Wealth Management Services, Retirement Planning, and 10 others.

Current workplace

Daniel F. Haines, Jr. Cfp®, Aep®'s current company

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

Capitol Financial Solutions
Capitol Financial Solutions
Certified Financial Planner, Accredited Estate Planner
Chapel Hill, NC, US
Website
capfs.com
Employees
82
AeroLeads page
Company profile
View company profile Email format
9 roles · 18 years

Daniel F. Haines, Jr. Cfp®, Aep® work experience

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

Financial Advisor, Certified Financial Planner, Accredited Estate Planner

Current
Capitol Financial Solutions

Raleigh-Durham-Chapel Hill Area

In 2020 after spending considerable time searching for the right home his financial planning practice, Dan was particularly attracted to Capitol Financial Solutions and Osaic Wealth, Inc., because of their culture of trust and innovative strategies for his clients. CFS is an independent full-service, Super-OSJ financial planning firm managing over excess.

Jul 2020 - Present

Vice President , Financial Advisor, Certified Financial Planner, Accredited Estate Planner

F.N.B. Corporation

Raleigh, North Carolina, United States

On March 2017 Yadkin Bank was acquired by First National Bank of PA where Dan provided wealth management services to Raleigh, Southern Pines, Pinehurst, Durham and Burlington branches in NC.

Mar 2017 - Jul 2020

Senior Wealth Advisor, Financial Advisor, Certified Financial Planner, Accredited Estate Planner

Yadkin Wealth

1005 High House Rd

In 2015, with the desire to enhance our Wealth, Retirement & Legacy practice we partnered with Yadkin Wealth subsidiary of Yadkin Bank, North Carolinas largest community bank and Securities America our broker dealer.

Mar 2015 - Mar 2017

Financial Advisor,Financial Service Representative, Investment Adviser Representative

Metlife

Greater New York City Area, Greater Raleigh Triangle NC

MetLife Premier Client Group Advisor, Certified Financial Planner, Accredited Estate Planner providing Wealth, Retirement and Legacy planning. Served as a member of MetLife's PlanSmart corporate education team, designated Special Needs Planner and taught CFP® certification course at Sacred Heart University.

2008 - Apr 2015

Managing Partner And Registered Investment Advisor

Advisorsone Wealth Management Group

Newtown, CT

Independent Registered Investment Advisory Practice specialized in fee based Investment, Retirement and Estate Planning.

Jun 2000 - Jun 2008

Registered Manager

Linsco/Private Ledger

Danbury, CT

Fee based Financial Planning and Investment Advisor

Jun 1995 - Jun 2000

Registered Representative

Prudental Securities And Prudential Preferred

Danbury, CT

Financial Planner and investment broker

Jul 1982 - Jun 1995

Vp Branch Manager

Connecticut National Bank And Citytrust

Bridgeport / Newtown, CT

Branch Manager and Loan Officer

Jun 1971 - Jun 1982
Team & coworkers

Colleagues at Capitol Financial Solutions

Other employees you can reach at capfs.com. View company contacts for 82 employees →

CO Corbin Oliver, Cfp®, Aif®, Ricp® Corbin Oliver, Cfp®, Aif®, Ricp® Colleague at Capitol Financial SolutionsRaleigh, North Carolina, United States, United States View → EO Eric Owen Eric Owen Colleague at Capitol Financial SolutionsMidlothian, Virginia, United States, United States View → AK Andrew King, Aif®, Ricp®, Bfa™, Lutcf Andrew King, Aif®, Ricp®, Bfa™, Lutcf Colleague at Capitol Financial SolutionsCharlotte, North Carolina, United States, United States View → CS C. Shane Gurganus, Cfp®, Chfc®, Aif® C. Shane Gurganus, Cfp®, Chfc®, Aif® Colleague at Capitol Financial SolutionsCharlotte, North Carolina, United States, United States View → MP Mike Pugh, Clu®, Chfc®, Cltc, Casl®, Cepa® Mike Pugh, Clu®, Chfc®, Cltc, Casl®, Cepa® Colleague at Capitol Financial SolutionsSouth Hill, Virginia, United States, United States View → DB David Baronian David Baronian Colleague at Capitol Financial SolutionsHenrico, Virginia, United States, United States View → CP Carlo Pennella Carlo Pennella Colleague at Capitol Financial SolutionsRaleigh, North Carolina, United States, United States View → RB Rena Bell Rena Bell Colleague at Capitol Financial SolutionsRaleigh, North Carolina, United States, United States View → FL F. Lawrence (Larry) J. F. Lawrence (Larry) J. Colleague at Capitol Financial SolutionsCharlotte, North Carolina, United States, United States View → JR Jim Ritchie Jim Ritchie Colleague at Capitol Financial SolutionsMidlothian, Virginia, United States, United States View →
2 education records

Daniel F. Haines, Jr. Cfp®, Aep® education

Certified Financial Planner Practitioner, Financial Planning And Services

Adelphi University

Recognized by International Association of Financial Planner

FAQ

Frequently asked questions about Daniel F. Haines, Jr. Cfp®, Aep®

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

What company does Daniel F. Haines, Jr. Cfp®, Aep® work for?

Daniel F. Haines, Jr. Cfp®, Aep® works for Capitol Financial Solutions.

What is Daniel F. Haines, Jr. Cfp®, Aep®'s role at Capitol Financial Solutions?

Daniel F. Haines, Jr. Cfp®, Aep® is listed as Certified Financial Planner, Accredited Estate Planner at Capitol Financial Solutions.

What is Daniel F. Haines, Jr. Cfp®, Aep®'s email address?

AeroLeads has found 1 work email signal at @capfs.com for Daniel F. Haines, Jr. Cfp®, Aep® at Capitol Financial Solutions.

What is Daniel F. Haines, Jr. Cfp®, Aep®'s phone number?

AeroLeads has found 15 phone signal(s) with area code 203, 919 for Daniel F. Haines, Jr. Cfp®, Aep® at Capitol Financial Solutions.

Where is Daniel F. Haines, Jr. Cfp®, Aep® based?

Daniel F. Haines, Jr. Cfp®, Aep® is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with Capitol Financial Solutions.

What companies has Daniel F. Haines, Jr. Cfp®, Aep® worked for?

Daniel F. Haines, Jr. Cfp®, Aep® has worked for Capitol Financial Solutions, F.N.B. Corporation, Yadkin Wealth, Metlife, and Advisorsone Wealth Management Group.

Who are Daniel F. Haines, Jr. Cfp®, Aep®'s colleagues at Capitol Financial Solutions?

Daniel F. Haines, Jr. Cfp®, Aep®'s colleagues at Capitol Financial Solutions include Corbin Oliver, Cfp®, Aif®, Ricp®, Eric Owen, Andrew King, Aif®, Ricp®, Bfa™, Lutcf, C. Shane Gurganus, Cfp®, Chfc®, Aif®, and Mike Pugh, Clu®, Chfc®, Cltc, Casl®, Cepa®.

How can I contact Daniel F. Haines, Jr. Cfp®, Aep®?

You can use AeroLeads to view verified contact signals for Daniel F. Haines, Jr. Cfp®, Aep® at Capitol Financial Solutions, including work email, phone, and LinkedIn data when available.

What schools did Daniel F. Haines, Jr. Cfp®, Aep® attend?

Daniel F. Haines, Jr. Cfp®, Aep® holds Bachelor'S Of Science, Psychology from Sacred Heart University.

What skills is Daniel F. Haines, Jr. Cfp®, Aep® known for?

Daniel F. Haines, Jr. Cfp®, Aep® is listed with skills including Estate Planning, Investment Advisory, Wealth Management Services, Retirement Planning, Iras, Wealth Management, Financial Planning, and Insurance.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.