About Daniel P. Brown
Daniel is a dedicated financial advisor with a passion for helping individuals and families navigate uncertain financial times. With his own family full of accountants and CPAs, he was encouraged to pursue a career in the financial sector early on, initially securing a job at a local bank. He moved through various roles with respected financial institutions, and ultimately transitioned to Morgan Stanley in 2017.
With a deep appreciation for the value of planning and preparation, Daniel applies a customized, goals-based approach in managing his clients’ financial health. In addition to an academic background in finance, having earned a bachelor’s degree in finance from The University of Texas at Dallas, Daniel received the Financial Planning Specialist designation at Morgan Stanley, a testament to his expertise and commitment to the field.
Beyond his professional endeavors, Daniel is actively involved in community service, most notably with the Dallas Jubilee Park & Community Center and their holiday food drives to directly support his local community. In his personal time, Daniel likes to spend time with his wife, family and friends and enjoys activities such as skiing and traveling.
Securities Agent: VA, RI, PA, NM, LA, TX, CT, AR, MT, FL, CA, SC, MI, IN, HI, OK, CO, NH, NV, KS, AZ, NC, IL, WA, NY, NJ, IA, TN, OR, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2177895
CA Insurance License #: 4127747