Bill Daniel

Financial Advisor

 DaBill works with individuals and businesses all over the country.  After spending 20 years in the IT industry he joined his father at Academy Wealth Management Group.  He understands the importance of customer service and assuring that his clients are helped through the entire process. 

Bill holds various professional designations, and is registered, licensed and knowledgeable about a variety of investment and insurance products. Including stocks, bonds, mutual funds, brokered Certificates of Deposit and variable annuities.

Bill helps both businesses, and individuals, with their Retirement Plans. He is dedicated to developing lasting relationships and believes in helping clients assess and address their financial goals.

Bill has a proven ability to provide clear, easily understood explanations of financial products and services. The personalized programs he provides are designed to help clients work toward an independent financial future.

http://brokercheck.finra.org/ 


Phone (719) 591-9436
Fax (719) 266-5831