For over 26 years, Daniel Namey has advised countless clients on wealth planning and retirement issues. As President of Namey Financial Group, he thrives in understanding the goals of his clients and integrating them into successful, long-term strategies. In addition to helping individual investors pursue their financial goals, Daniel specializes in working with owners of closely held corporations. As an advocate and strategic partner, Daniel places a premium on transparency and follow-through, striving to meet his clients’ expectations and doing what he says he will do.
A graduate of Florida State University, Daniel earned his Bachelor of Science in Finance. He holds the FINRA Series 7 registration, and the Series 66 registration with LPL Financial, the Life, Health, and Variable Annuity license for the state of Florida. He also earned the Life Underwriter Training Council Fellow (LUTCF) and Registered Financial Consultant (RFC) designations.
Daniel previously served on the Board of Directors for the YMCA at the Bank of America Tower and is a longtime member and volunteer at Holy Family Catholic Church. Outside of the office, he enjoys fishing, hunting, reading, running, surfing, and enjoying the beach and other outdoor activities. Daniel and his wife, Kim, live in Jacksonville, Florida.