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

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.