Dan Ciez
Directeur Général chez Jacksonville Wealth Management LLC
Profil
Mr. Daniel M.
Ciez is a President & Financial Advisor at Jacksonville Wealth Management LLC.
He founded Jacksonville Wealth Management and the Jacksonville Wealth Management Center.
He started his career in the financial services industry in 1993.
He received his undergraduate degree from the University of Florida.
Postes actifs de Dan Ciez
| Sociétés | Poste | Début |
|---|---|---|
Jacksonville Wealth Management LLC
 Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Directeur Général | 01/09/2013 |
Formation de Dan Ciez
| University of Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Jacksonville Wealth Management LLC
Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Finance |
