Matthew Dann

Role
Managing Director - Investments at Wells Fargo Advisors
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Managing Director - Investments

    Wells Fargo Advisors

    Mar 2010 — Present

Education

  • Southern Methodist University

    Financial Planning Program Graduate

    2019 — 2019

  • University of North Texas

    BBA, Finance

    1989 — 1992

Skills

  • Investments
  • Intergenerational Wealth Transfer
  • Life Insurance
  • Income Strategies
  • Tax Efficient Investing
  • Retirement Planning
  • College Funding Strategies
  • Long Term Care Insurance
  • 401k Rollovers
  • Financial Advisory

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Matthew Dann — Managing Director - Investments at Wells Fargo Advisors in Dallas-Fort Worth, TX, US | Unifers