Dan Smith is a Vice President with Legacy Wealth Partners, formerly Levin Financial Group, a wealth advisory firm serving clients through holistic financial planning, institutional investment strategies, and risk management. Dan has been creating customized solutions for his clients since 1996 and specializes in working with business owners and high net worth individuals.
What distinguishes his practice is his ability to deliver objective and unbiased financial solutions. There are 'no one size fits all' financial products, which is why Dan spends his time listening to what his clients are trying to achieve, then puts together a financial plan designed to help them attain their goals with some of the best managers and products the industry has to offer.
Dan's academic credentials include the following designations: Certified Financial Planner Professional, Chartered Financial Consultant, Chartered Life Underwriter, and a Chartered Advisor for Senior Living. He holds the FINRA Series 7, 66, 63, and 6 licenses. Dan is also a member of the esteemed Blue Chip Council which is comprised of the top 5% of MassMutual's advisors.
Dan is also actively involved in the community serving on the board of his daughter's school Windermere Prep. He has served on several boards and non-profit organizations in Central Florida over the years including the Boy Scouts of America, Best Buddies, American Cancer Society, University of Central Florida College of Business, Leadership Orlando, and Lifeforce Cryobanks.
Dan spends his time out of the office with his wife and best friend Alison and their two wonderful children Charley and Quinn. He enjoys traveling, food and wine festivals, and golf.