As operations coordinator, Daniel is responsible for ensuring the overall operations at Wilson Financial Group run smoothly. Additionally, he provides support for the Chief Advisor. With nearly two decades of financial services experience, Daniel strives to create a delightful customer experience with every interaction. He comes to us from Regions Bank where he most recently served as an Assistant Vice President within the Financial Crimes Unit. Prior to Regions, Daniel spent 12 years with LPL Financial in a variety of risk management, compliance, and customer service roles.
A lifelong resident of Belmont, NC, Daniel is a 1994 honor graduate of South Point High School. In his free time, he enjoys spending time with his family, and is an avid South Point Red Raiders and Manchester United F.C fan.