In January 2016, Dan put together his own company, Nowell Wealth Management, where he serves as an Independent Advisor with Raymond James financial Services Inc. Dan has assisted clients in managing wealth for over 18 years. Initially, Dan was associated with Morgan Keegan which became Regions/Morgan Keegan, and is now Raymond James. While employed by Regions/Morgan Keegan and Raymond James, he served as a vice president.
Having worked with the same firm for his entire investment career, a strong commitment and loyalty to his many clients is among his highest professional priorities. Each client is seen as an individual, having specific goals and challenges. When working with them, he presents their options in a clear straightforward manner so that together, they can make the best possible decision regarding their portfolio.
Dan grew up in Marianna, Arkansas, where he developed a passion for duck hunting. He received his bachelor's degree from the University of Central Arkansas with a major in business. While there, he was also a member of the Sigma Tau Gamma fraternity.
Today, Dan lives in Benton, Arkansas with his wife Jane and their two young sons. He continues to travel back to Marianna as often as life allows during duck season. You can find him on the golf course most Saturdays during the spring and summer.
Meet Dani, our behind-the-scenes powerhouse who keeps our office running smoothly. Dani was born and raised in Benton, Arkansas, and earned her Bachelor's degree in Community Health Promotion from the University of Arkansas at Little Rock. She later went on to complete her MBA at Harding University.
With her expertise in working behind the scenes, setting up new client accounts, and administration, Dani ensures our clients have a seamless onboarding experience.
Aside from her professional pursuits, Dani is a dedicated mother to her three children who keep her busy with their sports activities in basketball, gymnastics, and baseball. When she's not cheering them on, Dani is an avid fan of the Arkansas Razorbacks and enjoys catching their games whenever she can.
We are thrilled to have Dani as part of our team at Nowell Wealth Management and know that her dedication and expertise will continue to serve our clients well.
