Daniel Brown

Dan joined Stifel as a Financial Advisor Associate for Valley Wealth Management Group in May 2020, after nearly a decade at Wells Fargo Advisors.  He has more than 20 years of experience in the investment industry.  Prior to entering the industry, Dan was a pilot for U.S. Airways for 13 years.

Dan began his investment career in 1997 as a financial advisor with Lutheran Brotherhood Securities Corporation, where he developed his fundamental investment knowledge. He graduated from Kutztown University with a B.A. in Core Curriculum Studies.  Over the years, he has continued to work collaboratively with his team to provide comprehensive wealth management strategies to his clients and prides himself on building deep relationships with the families he serves.  Away from the office, Dan is highly involved in his community and enjoys serving those in need.  He and his wife, Kelli, reside in Barto, where they enjoy cooking and golfing.  They have two children and are expecting their first grandchild in 2020.

 

LICENSES

• Series 6, Investment Company and Variable Contracts Limited Representative
• Series 7, General Securities Representative
• Series 24, General Securities Principal
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

 

MEMBERSHIPS

• Trinity Church, Boyertown: Various Committees

 

PHILOSOPHY

Dan is dedicated to helping the team address the financial needs of families and develop investment plans around their long-term goals and risk tolerance.  His extensive experience enables him to structure balanced portfolios to address specific financial goals.