Dr. Daniel R. Gilham, CFP®
Atlantic Beach, Florida, United States
4K followers
500 connections
About
I am an experienced Financial Advisor with a focus on serving business owners and high…
Articles by Dr. Daniel R.
Experience
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Education
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University of South Florida Muma College of Business
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Motivations for Planning: Uncovering the Inhibitors to the Adoption of Comprehensive Financial Planning for Business Owners
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Activities and Societies: Magna Cum Laude, The Society for Collegiate Leadership & Achievement, Tau Sigma Honor Society
Licenses & Certifications
Honors & Awards
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Top Wealth Managers in Jacksonville 2012, 2013
Jacksonville Magazine
NABCAP Top Wealth Managers 2012, 2013 as seen in Jacksonville Magazine
Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order. There is no cost for advisors to…NABCAP Top Wealth Managers 2012, 2013 as seen in Jacksonville Magazine
Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance
Organizations
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Church of Eleven22
Deacon
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Economic Roundtable of Jacksonville
President
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Tiny Hope Children's Home
CFO/Treasurer
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Leadership Jacksonville
Trustee
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GrowFL
Advisory Board
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United Way of Northeast Florida
Stein Fellow
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