Daniel (Dan) Smithemail
Wilmington Satellite Office - Ashes Drive
1015 Ashes Dr. Suite 200
Wilmington, NC 28405
Wilmington, NC 28405
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Languages: English
Credentials: CFBS, CLTC, JD, ChSNC™
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Special Needs, Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, Charitable Giving
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