Daniel is a principal of Cypress Wealth Management, an independent wealth management and financial advisory firm. Daniel began his career at a small equities trading firm in 2007 after completing his undergraduate studies at the University of Maryland, College Park. He quickly realized that his passion was to work with individuals on their personal financial planning and investment management, and in 2008 began his practice at a large, well-known financial services firm. Daniel believes that only through a truly independent model could he serve and support his clients to the fullest extent, and chose to partner with Commonwealth Financial Network® in 2017. This partnership ensures that Daniel’s clients have access to a full range of investment options and planning tools to address all of their needs.
Daniel currently maintains his FINRA Series 7, 63, and 66 securities registrations through Commonwealth Financial Network®, life and health insurance licenses, and state securities licenses in more than 25 states across the U.S.
Daniel is originally from northern New Jersey but has resided in Maryland since 2002. He lives in Howard County with his wife and young son. In his spare time, he enjoys golfing, fishing, kayaking, and supporting the University of Maryland athletics.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.