Dan Mayes

Background

About Dan Mayes

Daniel L. Mayes is a Senior Vice President at Cetera Financial Group in charge of the firm’s Succession Planning and Business Acquisition Department. His responsibilities are to manage, develop and leverage firm resources for advisors to protect and grow the value of their business as well as accomplish their mergers and acquisition objectives. This role works collaboratively with the firm’s Business Consulting, Practice Management and Relationship Management Teams to ensure advisors achieve their goals through a consultative and comprehensive process. Previous roles include managing First Allied Securities succession planning platform, end-to-end sales programs including the Greenbook for Doctors program, Strategic Business Consultant for the Business Strategies Group and Regional Financial Specialist for the Greenbook Program. Prior to joining First Allied, Mr. Mayes owned and operated an independent wealth management firm specializing in serving high-net-worth physician and dentist clients through a comprehensive wealth management approach. He became a Charter Advisor with Greenbook Financial Services, which eventually merged with First Allied in 2006. Mr. Mayes earned a BA in Business Administration from Fort Lewis College, Durango, CO as well as his Certified Wealth Strategist® (CWS®) industry designation administered by Cannon Financial Institute.