As Senior Vice President of Private Wealth Management at Capital Wealth Advisors, Daniel and his team work with a select group of private clients; comprised, primarily of entrepreneurs, small business owners, family offices and ultra-high net worth individuals. Daniel positions himself as the financial quarterback for his clients’ lives. He believes in applying a thorough top-down analysis of all facets that comprise an estate or business, before building a foundational framework and blueprint to assist his clients’ in attaining their goals. Daniel strategically engages a robust network of professionals to expand the scope of resources available to his clients.
Daniel was introduced to Capital Wealth Advisors during his college years, as a summer intern. Following graduation, he accepted an apprenticeship role under the firm’s co-founder and CEO, Bill Beynon. Daniel spent these formative years gaining firsthand experience and knowledge of complex estate planning, liquidity analysis, asset allocation, and business strategy.
Prior to joining CWA in 2018, Daniel was deeply involved on the FSU campus, serving as the President of one of the University’s largest registered student organizations. Daniel also worked for multiple venture capital-backed startups, where he specialized in grassroots marketing. Ultimately, he became the managing director of a successful marketing & event planning firm, where he ran the flagship market and headquarters as the firm expanded its national footprint.
Additionally, Daniel is the founder of London Life Consulting, Inc., a small business consulting firm that helps closely held family businesses with succession planning and startups with zero to one growth strategy. Daniel also co-owns and operates London Executive Office Suites, LLC, a Naples executive office suite that works with small business owners and entrepreneurs on unique workspace solutions.
Daniel is an avid angler and outdoorsman. In his free time, he is usually working out or embarking on an adventure with his black lab, Colt.
Professional Memberships
- Series 65