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Daniel Willing, Jd, Cfp® Email & Phone Number
Managing Director of Wealth Planning - Midwest Region
at
U.S. Bank
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Director of Wealth Planning - Midwest Region
Location
San Francisco, California, United States
Company size
Who is Daniel Willing, Jd, Cfp®? Overview
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Quick answer
Daniel Willing, Jd, Cfp® is listed as Managing Director of Wealth Planning - Midwest Region at U.S. Bank, a with 79904 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Daniel Willing, Jd, Cfp®.
Daniel Willing, Jd, Cfp® previously worked as Vice President, Senior Wealth Planner at U.S. Bank and Senior Vice President, Senior Wealth Strategist at U.S. Bank. Daniel Willing, Jd, Cfp® holds J.D. from University Of Oregon.
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Email format at U.S. Bank
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U.S. Bank
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Profile bio
About Daniel Willing, Jd, Cfp®
As a Senior Wealth Planner, Daniel provides U.S. Bank Private Wealth Management clients with personalized and comprehensive advice related to the accumulation, preservation, and transfer of wealth. Areas of particular interest and expertise include: complex wealth and financial planning, sophisticated trust and estate strategy, tax minimization, executive compensation analysis, and business succession planning.Daniel earned his law degree (JD) from the University of Oregon School of Law with a certificate in taxation and a strong focus in business law and his Bachelors of Science in Economics from Purdue University. Daniel is a Certified Financial Planner (CFP) and is licensed to practice law in Minnesota.
Current workplace
Daniel Willing, Jd, Cfp®'s current company
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U.S. Bank
10 roles
Daniel Willing, Jd, Cfp® work experience
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Vice President, Senior Wealth Planner
Senior Vice President, Senior Wealth Strategist
As a Senior Wealth Strategist, Daniel provides U.S. Bank Private Wealth Management clients with personalized and comprehensive advice related to the accumulation, preservation, and transfer of wealth. Areas of particular interest and expertise include: complex wealth and financial planning, sophisticated trust and estate strategy, multi-generational family advising, tax minimization, executive compensation analysis, and business succession planning.
Vice President, Senior Wealth Planner
Associate Vice President, Senior Internal Wealth Strategist
I develop sophisticated trust and estate plans and build wealth management solutions for high and ultra-high-net-worth clients of RBC's Private Wealth Group. I work closely with Financial Advisors and consultants, as well as service and support areas within Private Client Group to ensure a collaborative support effort and exceptional client experience for our Private Wealth Clients.In my role, I serve as a resource for Financial Advisors with issues affecting ultra and high net worth clients including: financial planning, domestic and international tax planning, complex estate, trust, gift, and charitable planning, business succession planning, multi-generational planning and strategies for dealing with concentrated equity positions and employee stock options. I also contribute and develop original thought leadership content that will be utilized by clients, media, Financial Advisors and the firm to provide insights and a view on specific themes and planning concepts.
Jan 2020 - Jan 2021
Internal Wealth Strategist
Aug 2017 - Jan 2020
Attorney
Advised clients on a variety of matters from estate planning, corporate governance, employment law, contracts drafting and negotiation, and mergers and acquisitions. I also represented clients through all phases of business operations, from incorporation to succession planning, as well as with advanced taxation issues including IRS audits and Minnesota revenue examinations.
Oct 2016 - Sep 2017
Managing Attorney
Willing Law Ltd
Provided business, tax, an estate planning legal services services.
Apr 2016 - Oct 2016
State And Local Tax Associate
Dec 2014 - Apr 2016
Tax Policy Analyst
Minnesota Department Of Revenue Property Tax Division
Nov 2012 - Dec 2014
3 education records
Daniel Willing, Jd, Cfp® education
J.D.
University Of Oregon
B.S., Economics
Purdue University Daniels School Of Business
Education record
Purdue University
FAQ
Frequently asked questions about Daniel Willing, Jd, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Willing, Jd, Cfp® work for?
Daniel Willing, Jd, Cfp® works for U.S. Bank.
What is Daniel Willing, Jd, Cfp®'s role at U.S. Bank?
Daniel Willing, Jd, Cfp® is listed as Managing Director of Wealth Planning - Midwest Region at U.S. Bank.
Where is Daniel Willing, Jd, Cfp® based?
Daniel Willing, Jd, Cfp® is based in San Francisco, California, United States while working with U.S. Bank.
What companies has Daniel Willing, Jd, Cfp® worked for?
Daniel Willing, Jd, Cfp® has worked for U.S. Bank, Rbc Wealth Management, Henningson & Snoxell, Ltd., Willing Law Ltd, and Rsm Us Llp.
How can I contact Daniel Willing, Jd, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Willing, Jd, Cfp® at U.S. Bank, including work email, phone, and LinkedIn data when available.
What schools did Daniel Willing, Jd, Cfp® attend?
Daniel Willing, Jd, Cfp® holds J.D. from University Of Oregon.
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