Dr. Daniel R. Gilham

Dr. Daniel R. Gilham, CFP®, CEPA®, serves as the Managing Director of Advisor Strategy at Farther, a financial institution that merges expert advisors with advanced technology, focusing on holistic wealth management for founders, business owners, and institutions. In addition, Dr. Gilham is a Board Member and Head of Strategy at Trustease, providing a modern trust and administration platform, and an Advisory Board Member at GrowFL, dedicated to supporting the growth of second-stage companies in Florida. Dr. Gilham co-hosts "The Horse's Mouth" podcast, discussing business and leadership topics. Previous experience includes service as Vice President and Investment Officer at Wells Fargo Advisors and as a Financial Advisor at Merrill Lynch. Educational credentials include a Doctor of Business Administration from the University of South Florida, a CFP certificate from the University of Miami, and a Bachelor of Science from Liberty University.