Dan Wisiniewski, 36

Dan WisiniewskiDaniel Wisniewski understands that serving clients’ financial and investment needs begins with building strong, lasting relationships.  He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.  As a financial advisor for Raymond James & Associates, located in Auburn Hills, MI; Dan works to ensure that each individual’s investments remain suitable for their objectives.   

Offering a wide range of investment services and alternatives, Dan is committed to helping you achieve your financial goals.  Specializing in retirement planning and investment management, Dan works with his clients to design investment portfolios to meet their individual needs.  Service is what sets Dan apart from others in the industry.  Whether you need assistance implementing a small business retirement plan, protecting family income with insurance or just need financial jargon explained; he will put you and your needs first.   
 
Dan began his career in the financial services industry with Prudential Securities in 1999.  Dan was recruited in October 2001 to join the Auburn Hills branch of Raymond James & Associates.  After successfully building a financial planning practice, Dan was asked to manage the Auburn Hills office in July of 2008.  A great emphasis on Dan’s success has come from his belief in leading by example, developing a strong rapport with advisors and staff, and creating a fun, dynamic work environment.
 
Dan earned his bachelors degree in Business Law from Michigan State University.  Dan enjoys an active roll in the Auburn Hills community.  He currently serves as Director of the Board for the Auburn Hills North Oakland YMCA.  He is also a past president of the Auburn Hills Optimist Club, past board member of the Auburn Hills Chamber of Commerce and volunteers his time to other local charitable organizations.

Dan currently lives in Oakland Township, Michigan with his wife Kelli and their son, Daniel.  An avid hunter and outdoorsman, Dan and Kelli also have a passion for cooking and dining.

 

The information presented here was accurate as of January 2012.