Daniel’s Approach
Daniel Myers
CFP®
Financial Advisor
Overview
Daniel Myers serves as a financial advisor in our Knoxville, Tennessee, office. As a CERTIFIED FINANCIAL PLANNER® professional, Daniel is knowledgeable across the various elements of comprehensive financial planning. He seeks to truly understand client situations and offer thoughtful advice to help clients work toward their goals.
Daniel graduated from Western Kentucky University with a bachelor’s degree in finance, with dual concentrations in personal financial planning and business finance, and a certificate in applied data analytics. During college, Daniel worked as a financial coach and held leadership roles through the Baptist Campus Ministry, sharpening his communication skills and servant-leader approach.
Away from work, Daniel enjoys staying active, cooking new recipes, and spending time with his two dogs, Captain and Josie. He is an avid movie fan, reader, and music enthusiast who values meaningful connections. Handy by nature, Daniel enjoys building and fixing things. He also co-leads a middle school boys’ group at church, reflecting his commitment to community and faith.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Western Kentucky University
Bachelor of Science in Finance, dual concentrations in Personal Finance and Business Finance - Certificate in Applied Data Analytics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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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.