PROFESSIONAL PROFILE

For Dan Forbes, CRPC®, helping others make the most of their financial assets is rewarding work. Dan enjoys listening to his clients and understanding their needs as well as guiding them as they implement the investment strategies that help them reach their financial and life goals.

Dan takes a holistic approach to wealth management. He sees his role as becoming an essential partner, someone who understands your situation, your needs and what you want to accomplish. He helps people make well-informed decisions about their investments and retirement plans---providing them with greater financial freedom, peace of mind, and security.

Drawing on the strength of Merrill Lynch, Dan is able to provide a wide array of financial or investment services including wealth management, retirement planning, and college planning, as well as working with your personal advisers in developing your estate plan.

With a background of fourteen years as an entrepreneur and business owner, Dan brings tremendous value to his clients. As a Financial Advisor, he has demonstrated a consistent ability to protect and grow the hard-earned assets of his clients, many of whom have experienced major life changes including retirement, divorce, or the loss of a spouse.

Dan graduated from Tennessee Temple University and New Orleans Baptist Theological Seminary. His business was recognized as the 2002 Small Business of the Year by the Manatee Chamber of Commerce. He founded the Bradenton Runners Club and the Bradenton Real Estate Club. He has served on various local boards and associations. He enjoys educating others and leading financial seminars.

Dan is a CHARTERED RETIREMENT PLANNING COUNSELOR, A designation awarded by the College for Financial Planning.

When he’s not working, Dan enjoys spending time with his wife Wanda and their big black Labrador retriever.