Needham, ChFC®, CLU®

Senior Vice President, Investments

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Dan Needham has been helping families and small businesses meet their financial needs for over 41 years.  He provides professional financial planning and wealth management advice by working closely with his clients to understand, create a plan and then work towards their unique long-term goals.

During his 41 years, Dan owned and operated an 80 plus person financial planning firm.  This experience gave him great insight and appreciation for the challenges small business owners face on a regular and ongoing basis.  Dan has used his experience, balanced with his knowledge of wealth management, in helping small business owners plan and implement investments strategies to help meet a wide array of goals that include retirement and pension planning, risk management as well as personal investment planning.

He believes his clients have continued to work with him, some are second and third generation clients, because of his holistic and personalized approach to wealth accumulation & preservation.  Dan holds both the Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter® (CLU) designations.

Beyond his work with his clients, he enjoys working extensively in his community.  Dan was a founding member of the Christ School (Orlando, FL) and the Heart of the City Foundation (Orlando, FL) and is a former board member of the Florida Hospital Foundation. He remains actively involved in all three organizations.

Dan holds FINRA Series 1, 7 and 63 licenses, as well as life, health and annuity insurance licenses.


Background and qualification information is available at FINRA's BrokerCheck website

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