400 Northridge Road Suite 350 Atlanta, GA 30350

Daniel “Dan” Crowley is a senior investment strategist and client advisor in Savant’s Atlanta office. He is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Analyst® (CFA®).

Dan has worked in the financial services industry since 2016. He worked at D3 Financial Counselors from 2017 until it joined Savant in 2018. Since becoming part of Savant’s Investment Research team in 2019, he has specialized in alternative investments and tax-advantaged investment solutions. He partners with Savant’s financial advisors to help design customized investment solutions for clients.

Dan is a member of the CFA Society Chicago and earned a bachelor’s degree in finance with an emphasis on financial planning from Illinois State University, where he participated in the College of Business Educational Investment Fund.

Outside of work, Dan enjoys exploring Atlanta’s restaurant scene and staying active by golfing or dropping by the local kickboxing gym. Dan is also an avid Chicago Bears fan.

Articles &
Media

2023 Presents: The Magnificent Seven, An Introduction to Top Heavy Markets

Portfolio Spotlight: Direct Lending

Five Campus Living Financial Tips

Education &
Designations

Illinois State University
Bachelor’s in Finance with an emphasis on Financial Planning
CERTIFIED FINANCIAL PLANNER® professional
Chartered Financial Analyst® (CFA®)

Affiliations &
Community Service

CFA Society Chicago – member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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