Dan Smith

Background

About Dan Smith

Dan Smith is the managing partner of Signature Wealth Partners, a wealth advisory practice 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 makes his practice unique 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 his clients on what they are trying to achieve and then puts together a financial plan designed to attain their goals with the best managers and products the industry has to offer. Dan’s academic credentials include being a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, and a Chartered Advisor for Senior Living. He holds the NASD Series 7, 66, 63, and 6 licenses. 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.