I’m a financial consultant with over 11 years of experience delivering top-tier service and data-driven financial plans to high-net-worth individuals and families. My commitment to excellence and innovation in financial services is rooted in a primary goal: client success.
A little bit more about Daniel...
Before joining the Fool Wealth team, I worked in a wide range of client-facing roles at Fidelity Investments for nearly 10 years—most recently as a financial consultant in Houston, where I used data-driven insights to develop and enhance financial plans for clients.
But long before that, my interest in investing began when my grandfather brought me to a meeting with his retiring financial advisor and member of our church, Mr. Thompson. I naively made a comment about how I didn’t have enough money to invest or save, and Mr. Thompson took the opportunity to educate me about the time value of money. Even though I didn’t want to admit my ignorance at the time, my intrigue was sparked, and Mr. Thompson continued to mentor and educate me on personal finance and a career as a financial advisor. I started following the money section of the newspaper and even invested a portion of my part-time job wages in what I believed was a promising penny stock. (The penny stock didn’t turn out to be as promising as I thought, but humility is a valuable lesson in investing!) Even after retirement Mr. Thompson remained a mentor to me and continued to educate me on personal finance and a career as a financial advisor. Additionally, my grandfather was an important influence on my way of thinking about money. He was both a hard worker and a big believer in growing and protecting what he worked hard to build—teaching me the basics of money management and sparking my interest in all forms of investing.
From the beginning of my career as a registered representative at Charles Schwab in 2013, to becoming a CERTIFIED FINANCIAL PLANNER™ and serving over 350 high-net-wealth households at Fidelity Investments, I’ve maintained excellent client satisfaction because of my supportive approach. I believe it’s my responsibility to work as an active collaborator with the individuals and families we serve in order to pursue their financial goals together.
All of these personal and professional experiences led me to where I am today at Motley Fool Wealth Management, where I’m able to provide clients with a holistic picture of the investments we make on their behalf, all because of our quantitative and qualitative investing approach.
Get to know Daniel...
What is your favorite place in the whole world?
New Orleans, LA! I grew up in Marrero, LA a little outside of New Orleans, and I always have a great time going back to my home stomping grounds. The history, community, and FOOD are always an awesome experience.
What is your favorite food?
Crab Legs! They are the arch nemesis of my personal financial plan, but I love them! (Preferably boiled “Viet Cajun style.)
What was your very first job or work experience?
My first job was a bag boy at a local grocery store called Ragusa. I learned the basics of customer service and bought my first stock with my first paycheck.
