A seasoned financial research professional and Chartered Financial Analyst (CFA) since 2001, Daniel is knowledgeable in all aspects of wealth management and investment advisory operations, and has a proven track record of analyzing and streamlining investment management operations to create a more efficient and error-free environment. He comes to us most recently from United Capital (formerly MarketSpace Financial), where he served 10 years as Director of Research, followed by three years as an Investment Portfolio Analyst.
“Daniel will play a key role in servicing our clients,” said Virginia Stanley, Principal-in-
Daniel is a current member and past board member of the CFA Society and holds a Bachelor of Business Administration in Finance from the University of Richmond, where he graduated magna cum laude.
About REDW Stanley Financial Advisors, LLC and REDW Stanley Wealth Advisors, LLC
Founded in 1997, REDW Stanley Financial Advisors is an SEC registered investment advisory firm subsidiary of REDW LLC operating out of Albuquerque, NM. The firm recently established a presence in Phoenix, which operates as REDW Stanley Wealth Advisors, LLC, an affiliate of REDW LLC. From both offices, REDW Stanley assists clients with wealth and asset management, investment advice and other financial planning and estate planning needs.