Devon W. Daniels

Devon W. Daniels Email and Phone Number

Partner / Wealth Manager at Creative Planning LLC @ Creative Planning
overland park, kansas, united states
Devon W. Daniels's Location
Wilmington, Delaware, United States, United States
Devon W. Daniels's Contact Details

Devon W. Daniels work email

Devon W. Daniels personal email

n/a
About Devon W. Daniels

Devon W. Daniels is a Partner / Wealth Manager at Creative Planning LLC at Creative Planning. He possess expertise in strategic planning, wealth management, financial planning, family office, certified divorce financial analyst and 5 more skills.

Devon W. Daniels's Current Company Details
Creative Planning

Creative Planning

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Partner / Wealth Manager at Creative Planning LLC
overland park, kansas, united states
Website:
creativeplanning.com
Employees:
631
Devon W. Daniels Work Experience Details
  • Creative Planning
    Partner / Wealth Manager
    Creative Planning Oct 2023 - Present
    Wilmington, Delaware, United States
    Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.
    View
  • Daniels + Tansey, Llp
    Partner
    Daniels + Tansey, Llp Oct 1982 - Oct 2023
    Leading Daniels + Tansey’s financial advisory group, DeVon works with individuals, families and businesses to develop and implement comprehensive wealth management strategies.DeVon also specializes in matrimonial consulting, both for pre-marriage and for divorcing couples, where she works with legal counsel to reach equitable financial settlement.
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Devon W. Daniels Skills

Strategic Planning Wealth Management Financial Planning Family Office Certified Divorce Financial Analyst Estate Planning Investment Management Client Relations Management Leadership

Devon W. Daniels Education Details

Frequently Asked Questions about Devon W. Daniels

What company does Devon W. Daniels work for?

Devon W. Daniels works for Creative Planning

What is Devon W. Daniels's role at the current company?

Devon W. Daniels's current role is Partner / Wealth Manager at Creative Planning LLC.

What is Devon W. Daniels's email address?

Devon W. Daniels's email address is dd****@****sey.com

What is Devon W. Daniels's direct phone number?

Devon W. Daniels's direct phone number is +130259*****

What schools did Devon W. Daniels attend?

Devon W. Daniels attended University Of Maryland.

What are some of Devon W. Daniels's interests?

Devon W. Daniels has interest in Exercise, Home Improvement, Reading, Shooting, Gourmet Cooking, Sports, Food, Fishing, Home Decoration, Health.

What skills is Devon W. Daniels known for?

Devon W. Daniels has skills like Strategic Planning, Wealth Management, Financial Planning, Family Office, Certified Divorce Financial Analyst, Estate Planning, Investment Management, Client Relations, Management, Leadership.

Who are Devon W. Daniels's colleagues?

Devon W. Daniels's colleagues are Christina Howell, Tyler Saam, Bridget Hallstrom, Elizabeth Ewell, Jen Walker, Katie Stephenson, Jd, Cfp®, Thomas W. Mooney, Mba, Cfp®.

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