Senior Fiduciary Advisor
Daniel joins Live Oak Private Wealth with over 14 years of experience in fiduciary advising. In that role, Daniel worked with clients to implement trust and estate plans based on his clients’ philanthropic and wealth transfer goals. Daniel received both his Bachelor of Business Administration in Trust and Wealth Management and MBA from Campbell University. Daniel has also completed the American Bankers Association National Trust School and earned his designation as a Certified Trust and Financial Advisor (CTFA). When he’s not working, Daniel and his wife Christine enjoy exploring all that Wilmington has to offer with their two French bulldogs Randall and Stella.