Dan Esquirell

Gestionnaire de Portefeuille-Actions chez Wescott Financial Advisory Group LLC

Profil

Mr. Daniel J.
Esquirell is a Partner & Senior Financial Advisor at Wescott Financial Advisory Group LLC.
He began his career in 1988 working three years in public accounting followed by eight years as a professor of finance and accounting.
He began working with individual clients in the wealth management industry in 1999.
Mr. Esquirell is responsible for developing and presenting financial plans to individual clients as well as overseeing client investment portfolios.
He received his Bachelor of Science degree in Accounting from Bob Jones University and an MBA from Clemson University.
He received the CERTIFIED PUBLIC ACCOUNTANT designation in 1991, and the CERTIFIED FINANCIAL PLANNER® designation in 1999 from the Certified Financial Planner Board of Standards.
He is currently a member of the FPA and he adheres to the Code of Ethics and Professional Standards of Practice set by the CFP Board of Standards.

Postes actifs de Dan Esquirell

Sociétés	Poste	Début
Wescott Financial Advisory Group LLC	Gestionnaire de Portefeuille-Actions	01/01/2022

Anciens postes connus de Dan Esquirell

Sociétés	Poste	Fin
Asset Planning Services Ltd.	Gestionnaire de Portefeuille-Actions	31/12/2021

Formation de Dan Esquirell

Bob Jones University	Undergraduate Degree
Clemson University	Masters Business Admin