Daniel’s Approach
Daniel B. Crowley
CFP®, CFA®
Senior Investment Strategist / Client Advisor / Member Owner
Overview
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.
Education
- Illinois State University
Bachelor’s in Finance with an emphasis on Financial Planning
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Financial Analyst®
Affiliations
- CFA Society Chicago – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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All Insights by Daniel B. Crowley
4 insights
Should You Invest When the Stock Market Hits an All-Time High?
When markets hit all-time highs, the instinct is to wait. But history shows record levels have occurred regularly…
2023 Presents: The Magnificent Seven, An Introduction to Top Heavy Markets
As investors look back on 2023, they will likely remember it as a positive year for stocks, with…
Portfolio Spotlight: Direct Lending
Smaller private companies have more recently fulfilled their debt financing needs through private direct lending. Learn more about…
Five Campus Living Financial Tips
As summer comes winding to an end, many families are preparing to send their children off to college….
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.