Muhammad Dahnoun

About Muhammad Dahnoun

You won’t find a financial advisor more committed to your goals than I am. At Crescent Private Wealth, I take pride in walking alongside my clients through every stage of their financial journey — offering strategic guidance, clear advice, and unwavering support.I believe that true wealth management is about more than numbers — it\'s about building a relationship rooted in trust, understanding, and shared goals. Whether you’re growing your assets, planning for retirement, or protecting your family’s future, I’m here to help you make confident decisions every step of the way.I graduated from North Carolina State University with a degree in Finance and hold my Series 65 license from FINRA. Growing up in a family business, I learned early the value of hard work, sound financial decisions, and long-term thinking — lessons that I bring into every client relationship.If you\'re looking for a financial advisor who treats your goals like their own, let\'s connect. I look forward to being part of your journey.Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Crescent Private Wealth, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place.

Experience

1. Wealth Advisor

   Crescent Private Wealth

   Feb 2025 — Present · Cary, NC, US

   Partner with individuals, families, and business owners to create tailored financial strategies focused on building, preserving, and transferring wealth.Provide ongoing, personalized guidance in investment management, retirement planning, risk assessment, and overall financial planning.Actively manage client relationships with a commitment to being a steady, trusted partner through every life stage and market cycle.Develop customized financial plans that align with each client’s unique goals, values, and long-term vision.Apply a practical, results-driven approach rooted in my background in finance, entrepreneurship, and strategic operations.Focus on making financial planning accessible, clear, and meaningful, so clients can move forward with confidence and clarity.

Education

• North Carolina State University

  Bachelor of Applied Science - BASc, Business Administration and Management, Finance