PARTNER
INVESTMENT ADVISORY
Daniel T. Drake
5005 LBJ Freeway, Suite 1313
Dallas, TX 75244
dan.drake@swm.hmidev.net
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T: 972.661.4600
F: 972.934.8310
- Over 14 years of experience offering wealth planning advice to ultra-high net worth families
- Joined Southern Wealth Management at it’s inception in 2005
- Formerly with Ernst & Young in their Private Client Service division
- Bachelor’s degree in Finance from University of Central Oklahoma
- Master’s in Business Administration from University of Central Oklahoma
- NCAA college scholarship in Golf to University of Central Oklahoma
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst® (CIMA®)
- Member of the Investments & Wealth Institute™
- Member of Board of Trustees Prestonwood Christian Academy
- Co-Founder & Treasurer of OneMore Ministries – 501(c)3 Non-Profit