Daniel brings a competitive spirit and unwavering drive to help clients define—and achieve—success. Known for providing guidance with a steady hand, he focuses on delivering clarity, confidence, and peace of mind for the families he works with. Daniel builds thoughtful financial plans and investment strategies tailored to each client’s vision for the future. His disciplined approach, combined with a deep commitment to personal relationships, ensures clients feel secure and empowered—even in uncertain times.
Professional History & Education
Daniel earned his bachelor’s degree in finance from Mercer University, where he also led the men’s college basketball team. He went on to play professionally in Europe before returning to the US in 2011. Soon after, he joined Merrill Lynch, where he spent eight years as a Financial Advisor and Senior Vice President while also becoming a CERTIFIED FINANCIAL PLANNER™ amongst other designations he achieved. Daniel went on to co-found Harbor View Private Wealth in 2019.
Industry Awards
- Forbes America’s Top Next-Gen Wealth Advisors, 2021-2025
- Forbes Best-in-State Wealth Advisors, 2022-2025
- Forbes Best-in-State Wealth Management Teams, 2023-2025
- Forbes Top Next-Gen Wealth Advisors Best-in-State, 2022-2025
The Forbes ratings are compiled by SHOOK Research and awarded annually based on information from a 12-month period ending in March or June of the prior year, depending on the specific award.
Designations & Credentials
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Wealth Management Advisor™ (AWMA®)
- Chartered Retirement Planning Counselor™ (CRPC®)
- Chartered Retirement Plans Specialist™ (CRPS™)
- Portfolio Manager
Personal Life
Daniel lives in Atlanta, GA with his wife, Chelsea, and their three children—Finley, Ford, and Fletcher. As a family, they enjoy international travel, sports, and cheering each other on at various events. They are active members of North Point Community Church and involved with several local charities.