MATTHEW DANN, CFP�, CRPS�

Financial Advisor

Managing Director - Investments

Address: 17 COWBOYS WAY, SUITE 500 , FRISCO , TX 75034
Call: 469-252-0227 | 888-646-0751 Fax: 972-712-8688
Email: matthew.dann@wellsfargoadvisors.com Compose mail in a new window

My Background

My Associate(s): Heather Kestila, Senior Client Associate

My Experience

2010 - present : Wells Fargo Advisors, Financial Advisor
2021 - present : Southern Methodist University, Instructor
2001 - 2010 : Morgan Stanley, Financial Advisor

My Education & Credentials

Bachelor of Business Administration - University of North Texas
Certificate in Financial Planning - Southern Methodist University
Certificate in Biblical Counseling - Southwestern Theological Seminary

My Areas of Focus

Securities Registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY
Insurance licensed in the following states: CA (Lic. # 0K92956) Resident State: TX
MATTHEW DANN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Texas : FRISCO Branch