Daniel Prevett | Financial Advisor

Daniel Prevett | Financial Advisor

Financial Professional focused on investment management and financial planning. Former Collegiate Athlete, Coach, and Athletic Director who understands how to work together as a team and create a plan of attack for your financial future.

With 10+ years of experience in finance and 10+ years in athletics, I am equipped to add value to your plan by:
– Quant Investment Research built on a strong Institutional base.
– Rollover assistance to put dormant money back to work.
– Retirement planning beyond a date in the future.
– Customizable Investment Strategies based upon your personal interests.
– Consistent communication and availability.

Securities offered through Stirlingshire BD LLC, Member FINRA/SIPC.
Investment advisory services offered through Stirlingshire RIA LLC, a registered investment adviser.

Leave a Reply