Daniel Milks, CFP®

Experience

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  Schneider Electric

  May 2013 - Jul 2013

  Quality Engineer - Intern

  Schneider Electric is a European multinational corporation that specializes in electricity distribution, automation management and produces installation components for energy management. It is headquartered in Rueil-Malmaison, France and is also based at the World Trade Center of Grenoble.

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  Bosch Rexroth

  Jan 2014 - Jul 2014

  Purchasing Engineer - Intern

  Bosch Rexroth is a provider of drive and control technologies. Bosch Rexroth sees itself as an expert partner for the complete machine life cycle.

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  Waddell & Reed

  Dec 2014 - Nov 2015

  Financial Advisor

  Waddell & Reed, Inc. is an American asset management and financial planning company founded in 1937. It has been a publicly traded company since 1998, and has its headquarters in Overland Park, Kansas.

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  Wells Fargo Advisors

  Nov 2015 - Mar 2018

  Registered Client Associate

  Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America’s most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else.Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. Show less

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  Wells Fargo

  Apr 2018 - Jul 2018

  Premier Banker

  Provides full-balance sheet banking to affluent and affluent-away customers and manages a portfolio of complex account relationships. Consults with customers regarding their financial needs and recommends appropriate financial services to meet those financial needs. Personally fulfills product and service needs in the Regional Bank and makes appropriate introductions to partners for products in other lines of business. For the portfolio of relationships managed, resolves inquiries and service requests, opens and services accounts within authorized limits and creates Customer Management Program (CMP) activity plans and follows up on scheduled contacts. Continually builds a network of internal partners and external sources and resources to further enhance the customer experience and meet customer's financial needs. Models appropriate segmentation strategy for the branch team and supports the branch manager's Customer Connection Plan (CCP) so that affluent and affluent away customers are provided the opportunity to interact with the most appropriate banker. Show less

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  Woodmark Wealth Management

  Dec 2018 - now

  Founder
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  Fiduciary Organization

  Jan 2024 - now

  Founder