Dan Goodwin
Financial Advisor/Insurance Broker at Goodwin & Smith
- Role
- Wealth Manager at Goodwin Smith
- Location
- Fredericksburg, VA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dan Goodwin
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory…
Experience
Wealth Manager
Mar 2008 — Present
Education
Mary Washington College
Bachelor of Science (B.S.), Environmental Science
1997 — 2000
Skills
- Special Needs Planning
- Retirement Planning
- Marketing
- Life Insurance Planning
- Leadership
- Health Insurance
- Investments
- Iras
- Insurance
- Estate Planning
- Customer Service
- Small Business
- College Savings Plans
- Life Insurance
- Fixed Annuities
- Finance
- Sales
- Team Building
- Investment Planning
- Strategic Planning
- Long-Term Care
- Retirement
- Disability Insurance
- Commercial Insurance
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