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Daniel Boling, CFP®

Daniel Boling, CFP®

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  • Timeline

  • About me

    Senior Associate, Wealth Manager at BNY Wealth

  • Education

    • University of North Georgia - Mike Cottrell College of Business

      2013 - 2017
      Bachelor's Degree Finance

      Activities and Societies: Pi Kappa Alpha, StartupUNG

  • Experience

    • Cumming-Forsyth County Chamber of Commerce

      Jan 2015 - Aug 2015
      Intern

    • Access to Capital for Entrepreneurs

      Aug 2015 - Dec 2015
      Underwriting Intern

    • State Farm

      Dec 2015 - Mar 2016
      Account Associate

    • Northwestern Mutual

      May 2016 - Jun 2018

      • Financial Advisor

        Jun 2017 - Jun 2018

      • College Financial Representative

        May 2016 - Jun 2017

    • BNY Wealth

      Oct 2018 - now

      • Senior Associate, Wealth Manager

        Feb 2023 - now

      • Senior Analyst

        Jun 2021 - Feb 2023

      • Business Development Associate

        Oct 2018 - Jun 2021

  • Licenses & Certifications

    • Series 63

      FINRA (Financial Industry Regulatory Authority)

    • Series 7

      FINRA (Financial Industry Regulatory Authority)

    • Certified Financial Planner (CFP)

      CFP Board
      Aug 2022