Daniel Dowd started working in the financial service industry in 1986 as a Senior Vice President
of Life Insurance and Mutual Fund Sales at AL Williams. He then pursued the opportunity to expand his business and worked for JW Charles Securities in Boca Raton, FL in the early 1990’s. Daniel was then recruited to work for Dean Witter in Lighthouse Point, FL which later became Morgan Stanley. In 2002, Daniel started his own independent financial group in Boca Raton, FL. His expertise has helped many people with their IRA rollovers, pre and post-retirement planning and has helped families with a solution to replace working income in and throughout retirement. Daniel, a fiduciary, offers tailored, fee based wealth management solutions to investors and retirees, including those relocating from other states who wish to become Florida residents. His comprehensive services encompass financial planning, insurance, and investment advisory, all
delivered through a collaborative and personalized approach. He adapts his strategies to fit your
unique situation, providing you with confidence and clarity on your financial journey.
Licenses:
Series 7 General Securities Representative
Series 24 General Securities Principal
Series 53 Municipal Securities Principal
Series 63 Securities State Law Exam
Series 65 Investment Advisory Law Exam
Florida Life and Health Insurance and Annuities
California Life and Annuities - CA Insurance License 0M40229
*Series registrations are held with LPL Financial.