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Daniel L. Carlile, CFP picture

Daniel L. Carlile, CFP®, RICP®

Financial Advisor, RJFS
Vice President, Towne Wealth Management

Phone: 757-585-2394
Email: dan.carlile@raymondjames.com
5235 Monticello Avenue
Williamsburg, VA 23188

Dan is committed to keeping his clients focused on their long-term goals despite the inevitable short-term bumps along the way. As a Certified Financial Planner™ practitioner, Dan embraces a model of wealth management that addresses the relevant areas of personal finance including investment management, cash flow generation, wealth accumulation, taxes, insurance, and estate planning to create a comprehensive financial plan.


Experience and Professional Licenses

Towne Wealth Management, Raymond James Financial Services, Inc. Since 2016
Monarch Bank Private Wealth, Raymond James Financial Services, Inc. 2012 – 2016
SunTrust Investment Services, Inc. 2000 – 2012
Merrill Lynch, Pierce, Fenner & Smith 2006 – 2010

Series 7: General Securities Representative
Series 63:
Uniform Securities Agent
Series 66:
Uniform Combined State Law Examination
Life and Health Insurance

             

Designations

Certified Financial Planner
Retirement Income Certified Professional®

Education

School Name: University of Virginia
Degree: Bachelor of Arts, Economics

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Towne Family of Services

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Towne Investment Group, Towne Wealth Management, and TowneBank are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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