Daniel Flanagan
Sr. Wealth Consultant
- Role
- Sr Wealth Consultant at Mariner
- Location
- Roswell, GA, US
- LinkedIn followers
- 500 followers
About Daniel Flanagan
I’m an experienced and results-driven financial services executive with over 20 years of success in wealth management, retirement planning, and advisor development. I have a proven ability to build and lead high-performing advisory teams, drive revenue growth, and manage complex client portfolios across multiple states. I\'m also skilled at onboarding and training financial advisors, with a strong track record of exceeding performance benchmarks and fostering long-term client relationships.My background includes roles at top-tier firms such as Empower, Personal Capital, Principal Financial Group, Morgan Keegan, and Morgan Stanley. I specialize in working with high-net-worth individuals and institutional clients, delivering comprehensive retirement solutions, and designing customized, risk-adjusted investment strategies.
Experience
Sr Wealth Consultant
Nov 2025 — Present · Roswell, GA, US
Education
Broward College
Associate of Arts, Business
1986 — 1988
Florida State University - Herbert Wertheim College of Business
BS, Finance
1988 — 1991
Skills
- Investments
- Retirement Planning
- Consultative Selling
- Retirement
- Financial Advisory
- Solution Selling
- Fixed Income
- New Business Development
- Customer Relations
- Annuities
- Mutual Funds
- Mortgage
- Financial Services
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Equities
- Asset Management
- Securities
- 401k
- Insurance
- Financial Planning
- Portfolio Management
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