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@farther.com
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Dr. Daniel R. Gilham, Cfp®, Cepa® is listed as Managing Director at Farther, Venture-Backed Fintech Disrupting Wealth Management at Farther, based in Atlantic Beach, Florida, United States. AeroLeads shows a work email signal at farther.com, phone signal with area code 904, and a matched LinkedIn profile for Dr. Daniel R. Gilham, Cfp®, Cepa®.
Dr. Daniel R. Gilham, Cfp®, Cepa® previously worked as Managing Director of Advisor Strategy at Farther and Board Member - Head of Strategy at Trustease. Dr. Daniel R. Gilham, Cfp®, Cepa® holds Doctor Of Business Administration, Finance And Financial Management Services from University Of South Florida Muma College Of Business.
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AeroLeads found 1 current-domain work email signal for Dr. Daniel R. Gilham, Cfp®, Cepa®. Compare company email patterns before reaching out.
I am an experienced Financial Advisor with a focus on serving business owners and high net worth families. My career is dedicated to helping clients thrive financially by providing tailored solutions and a holistic approach to wealth management.In my role, I specialize in several key areas, including Investment Management, Tax Aware Investing, Estate Strategies, Business Succession Planning, Charitable Planning, and Tax Efficiency Strategies. These specialties allow me to offer comprehensive financial guidance to my clients, addressing their unique needs and goals.I hold prestigious certifications, including being a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Retirement Planning Consultant™. I'm also a graduate of Leadership Jacksonville, which has further enriched my leadership and community involvement skills.Recently, I achieved a significant academic milestone by completing my Doctor of Business Administration (DBA) degree from USF. My research during this program was centered around Comprehensive Financial Planning for Business Owners, demonstrating my commitment to continuous learning and staying at the forefront of the industry.Outside of my professional work, I am deeply involved in my community. I proudly serve on the Advisory Board of GrowFL and previously held the position of President on the Board of Directors for The Economic Roundtable of Jacksonville. I was honored as a 40 Under 40 recipient. These roles allow me to contribute to the economic growth and prosperity of the region I call home.I am fortunate to be part of Farther, an innovative financial institution that combines expert advisors with cutting-edge technology to provide a personalized client experience. We cater to high-net-worth families, business owners, and institutions who seek a comprehensive approach to managing their wealth.Feel free to connect with me if you're interested in exploring how we can work together to achieve your financial goals and secure your financial future.
Listed skills include Investments, Retirement Planning, Strategic Planning, Financial Advisory, and 11 others.
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New York, NY, US
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Bessemer Venture Partners, Lightspeed Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to founders.
TrustEase delivers a modern, streamlined trust and administration platform which delivers control and performance to trustees and fiduciaries while increasing transparency for beneficiaries and stakeholders.
Orlando, Florida, US
GrowFL is Florida's only organization exclusively dedicated to support and accelerate the growth of second-stage companies. We provide the solutions that help take your business to the next level.GrowFL provides access to data, information, and best practices through a variety of programs and services catered to the leaders of growth companies. Entering.
Jacksonville, FL, US
I am thrilled to be co-hosting alongside the great Tom McManus on "The Horse's Mouth," where we discuss the intersection of business, leadership, and life. You can check out segments of the show here: https://iwantabuzz.com/tag/farther/
St. Louis, Missouri, US
Financial Advisor - Incorporating Investment Planning, which includes; Retirement Planning, Business Succession Planning, Estate Planning Strategies, Investment Management, and Liability Management; with an understanding of tax implications to help individuals and organizations manage the financial risks of their evolving circumstances. Wells Fargo.
New York, NY, US
Developed individualized wealth management strategies, provided objective strategic and tactical thinking, as well as professional asset management.Strategies were developed based on individual's financial vision, values and critically important decisions specific to you and your family.
New York, NY, US
Senior Marketing Manager (2007 - 2005)Analyzed business practices and developed strategic plans to generate and maintain client relationships.Marketing Manager (2005 - 2004)Facilitated cross functional business teams in the development of new initiatives to enhance overall sales performance.Corporate Sales Trainer (2004-2003)Partnered with third party.
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Dr. Daniel R. Gilham, Cfp®, Cepa® works for Farther.
Dr. Daniel R. Gilham, Cfp®, Cepa® is listed as Managing Director at Farther, Venture-Backed Fintech Disrupting Wealth Management at Farther.
AeroLeads has found 1 work email signal at @farther.com for Dr. Daniel R. Gilham, Cfp®, Cepa® at Farther.
AeroLeads has found 2 phone signal(s) with area code 904 for Dr. Daniel R. Gilham, Cfp®, Cepa® at Farther.
Dr. Daniel R. Gilham, Cfp®, Cepa® is based in Atlantic Beach, Florida, United States while working with Farther.
Dr. Daniel R. Gilham, Cfp®, Cepa® has worked for Farther, Trustease, Growfl, Client Focused Media - Cfm, and Wells Fargo Advisors.
You can use AeroLeads to view verified contact signals for Dr. Daniel R. Gilham, Cfp®, Cepa® at Farther, including work email, phone, and LinkedIn data when available.
Dr. Daniel R. Gilham, Cfp®, Cepa® holds Doctor Of Business Administration, Finance And Financial Management Services from University Of South Florida Muma College Of Business.
Dr. Daniel R. Gilham, Cfp®, Cepa® is listed with skills including Investments, Retirement Planning, Strategic Planning, Financial Advisory, Management, Finance, Asset Allocation, and Marketing.
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