Dan Minnis

Dan Minnis, CFP®, currently serves as a Wealth Manager at LPL Financial within Integra Wealth Management since July 2021, where securities are offered through LPL Financial, a member of FINRA/SIPC. Prior experience includes serving as Vice President - Financial Consultant at Charles Schwab from July 2018 to July 2021 and as Regional Vice President at New York Life & MainStay Investments from June 2013 to June 2018, responsible for asset growth in various investment offerings. Dan's career also includes roles such as Senior Associate Internal Sales Consultant and Inbound Sales Specialist at Merrill Lynch, where significant sales achievements were noted. Dan holds a Bachelor of Science in Business Administration and Management from Bucknell University and a Bachelor of Arts in Spanish from Universidad de Granada.