Daniel joined Waverly in April of 2024 when McShane Partners was acquired by Waverly Advisors, LLC. He serves as Associate Wealth Advisor and assists the Wealth Advisory Team with all aspects of the financial planning process, as well as managing ongoing client activities. Daniel obtained his CERTIFIED FINANCIAL PLANNER® designation in 2021 and is a member of the Financial Planning Association of Charlotte.
Daniel is a native of Fort Mill, South Carolina and in his spare time, enjoys spending time with his family in addition to cycling and golfing.