Daniel Raymond Smith

Financial Planner at Abacus Wealth Partners

Daniel Raymond Smith, M.S., CFP® is a Financial Planner at Abacus Wealth Partners, a position held since July 2022. Prior experience includes roles at Vanguard from June 2019 to July 2022, where Daniel served as a High Net Worth Financial Advisor and participated in various capacities including Financial Advisor, Sales Specialist, and Portfolio Implementation Associate. Initial involvement in the financial sector began with an internship at Vanguard in 2018, focusing on client interactions and financial planning resources. Daniel's earlier experiences also include security at Rhino Sports & Entertainment Services and a Student Assistant Manager role at Virginia Tech, where responsibilities included delegating tasks and ensuring customer satisfaction. Daniel holds a Bachelor of Business in Finance from Virginia Tech and is pursuing a Master's in Personal Financial Planning at Kansas State University.

Links

Previous companies

Virginia Tech logo
Vanguard logo

Org chart