Daniel Schwartz
Regional Vice President - New Client Development
- Role
- Regional Vice President - New Client Development at Wealth Enhancement
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Regional Vice President - New Client Development
Jun 2025 — Present · Charlotte, NC, US
Wealth Enhancement is a national independent wealth managementfirm dedicated to enriching clients’ lives. We provide each client witha tailored financial plan, as well as access to advanced services forinvestment management, estate planning, tax strategy, and beyond.Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.Since 1997, Wealth Enhancement has delivered specializedknowledge, attentive service, and integrated planning to help clientscraft their future.Advisory services offered through Wealth Enhancement AdvisoryServices, LLC, a registered investment advisor and affiliate of WealthEnhancement Group.
Education
Michigan State University - The Eli Broad Graduate School of Management
BA
1997 — 2001
Skills
- Investment Advisory
- Mutual Funds
- Asset Managment
- Uniform Combined State Law
- Wealth Management
- Retirement Planning
- Wrap Accounts
- Strategic Financial Planning
- Series 7
- Series 63
- Separately Managed Accounts
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