Associate Advisor at BMSS Wesson Wealth Solutions, a Registered Investment Advisory firm owned by BMSS, LLC.
Daniel has worked in the wealth advisory industry since 2012, serving previously as a Trust Portfolio Manager and Investment Analyst in the Wealth Service division of Cadence Bank.
He specializes in providing investment portfolio management, financial and tax planning for corporate executives and private business owners.
Education:
University of Alabama at Birmingham – Bachelor of Science in Economics and Financial Analysis
Graduated Summa Cum Laude
Beta Gamma Sigma, Business Honors Program
Green & Gold Fund, Chief Investment Officer and Portfolio Manager
