Dan Ciez
Chief Executive Officer at Jacksonville Wealth Management LLC
Profile
Mr. Daniel M.
Ciez is a President & Financial Advisor at Jacksonville Wealth Management LLC.
He founded Jacksonville Wealth Management and the Jacksonville Wealth Management Center.
He started his career in the financial services industry in 1993.
He received his undergraduate degree from the University of Florida.
Dan Ciez active positions
Companies | Position | Start |
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Jacksonville Wealth Management LLC
Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Chief Executive Officer | 2013-08-31 |
Training of Dan Ciez
University of Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Jacksonville Wealth Management LLC
Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Finance |
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