Daniel Robards

Background

About Daniel Robards

My experience and perspective on the world has been influenced by over 15 years of applied anthropology, living in a culture outside of my own. My early career abroad reenforced my gifts of discernment and compassion, so I thrive in quickly assessing every situation in order to respond to each person in a unique way of service. A strategic learner, problem solver and big-picture thinker who can effectively apply these strengths to loyally serve others. I'm skilled at spotting relevant patterns in complexity and am empathetic, entrepreneurial and future-focused. I have the ability to help people make the adjustments they need to increase their contribution to what is most important in their lives. Due to my diverse career, I have comprehensive knowledge spanning: financial planning, strategic problem solving, technology, business development, communication strategy, product development, account management, SaaS sales, sales enablement, customer success/experience and digital transformation. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. WhiteRock Wealth Design is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm