Daniel Carlile, CFP®, CPWA®, RICP® - Email & Phone Number

Private Wealth Advisor, RJFS at Raymond James

Daniel Carlile, CFP®, CPWA®, RICP® is based out of Williamsburg, Virginia, United States and works at Raymond James as Private Wealth Advisor, RJFS.

Daniel Carlile, CFP®, CPWA®, RICP®'s Contact Information

Latest update

May 19, 2024

Location

Williamsburg, Virginia, United States

Daniel Carlile, CFP®, CPWA®, RICP®'s Work History

Private Wealth Advisor, RJFS

Raymond James

Jun 2016 - Present

Vice President, Towne Wealth Management

TowneBank

Jun 2016 - Present

Investment Executive, RJFS: Assistant Vice President

Monarch Bank

Aug 2012 - Jun 2016

Daniel Carlile, CFP®, CPWA®, RICP®'s Education

University of Virginia

Bachelor of Arts (BA)

1997 - 2001

Daniel's current employer

Raymond James

Description

Website

raymondjames.com

HQ Location

St. Petersburg, Florida, United States

Number of employees

10001+

Industry

Financial Services

Latest update

May 1, 2024

Read about Raymond James

Frequent questions about Daniel Carlile, CFP®, CPWA®, RICP®

What company is Daniel Carlile, CFP®, CPWA®, RICP® working for?

Daniel Carlile, CFP®, CPWA®, RICP® works for Raymond James.

What is Daniel Carlile, CFP®, CPWA®, RICP®'s function at Raymond James?

Daniel Carlile, CFP®, CPWA®, RICP® is Private Wealth Advisor, RJFS at Raymond James.

Where is Daniel Carlile, CFP®, CPWA®, RICP® based?

Daniel Carlile, CFP®, CPWA®, RICP® is based out of Williamsburg, Virginia, United States.

What's the ticker symbol of Raymond James?

Raymond James's ticker symbol is RJF.

Who are Daniel Carlile, CFP®, CPWA®, RICP®'s co-workers?

Daniel Carlile, CFP®, CPWA®, RICP®'s colleagues are Stephanie Harris, Thomas Dennis, Peter Bailey, Vada Adair, Mark Albright, Alberto Valdes, Matthew Tramontano, Ryan Hendrickson, Joe Weaver, Russell McAlonie, Laurie Goad, Salena Humerick, Shenita Cobarrubias, Annelle Vicoy, Susana Oleson, Suzanne Bradford, David Patchen, Dan Fowler, Rob Cappello, Valerie Morville, Samuel Spanos, Joanne Detlor, Rich Childs, Tom Heath, Greg Frascogna, Cheryl Budgett, Andy Gaia, Steve Dixon, Kevin Simpson, Steven Leslie, Ian Waldo, Patrick Lane, Andrew Gitkin, Rob Fenyk, Glenn Person, David Ammerman, CFP®.

Daniel's co-workers

Stephanie Harris

Owner - S. Harris Financial Group/Branch Manager - RJFS

Thomas Dennis

Executive Assistant To Chief Executive Officer

Peter Bailey

CEO

Vada Adair

Chief Executive Officer

Mark Albright

Financial Advisor, RJFS | Chief Executive Officer, Caliber Wealth Management

Alberto Valdes

Financial Advisor, Raymond James; President, Valdes Wealth & Legacy Global

Matthew Tramontano

Product Owner

Ryan Hendrickson

President, Boston Harbor Wealth Advisors, LLC. / Financial Advisor, RJFS

Joe Weaver

President, Raymond James Trust

Russell McAlonie

Owner

Laurie Goad

Vice-President , Investment Advisor

Salena Humerick

Chief Executive Officer

Shenita Cobarrubias

Chief Executive Officer

Annelle Vicoy

Chief Executive Officer

Susana Oleson

Chief Executive Officer

Suzanne Bradford

Senior Vice-President, Investments

David Patchen

Senior Vice-President, PCG Education and Practice Management

Dan Fowler

Owner, Fowler Investment Services | Financial Advisor,

Rob Cappello

Branch Owner / Financial Advisor, RJFS

Valerie Morville

Senior Executive Assistant to the RJF COO and the RJA President, Private Client Group

Samuel Spanos

Managing Director, Senior Vice-President

Joanne Detlor

Senior Executive Assistant to Chairman/CEO

Rich Childs

President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS

Tom Heath

Vice Chairman / Financial Services Investment Banking

Greg Frascogna

Senior Vice-President, Investments

Cheryl Budgett

President cFb Financial Services, Financial Advisor Raymond James Financial

Andy Gaia

Vice-President

Steve Dixon

Financial Advisor, Vice-President Investments

Kevin Simpson

Associate Vice-President

Steven Leslie

Associate Vice-President

Ian Waldo

Principal, CEO, WWP, Financial Advisor, WMS, RJFS

Patrick Lane

Vice - President, Investments

Andrew Gitkin

Vice Chairman, Health Care Investment Banking

CEO, Ammerman Wealth Management

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