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

As a fourth-generation Texan, I bring a deep commitment to serving the wealth and portfolio management needs of retirees, business owners, and families in the disability community. I take a hands-on, relationship-driven approach to help clients develop, manage, preserve, and transition their wealth.<br/><br/>My process begins with listening - understanding each client?s goals and crafting unbiased strategies tailored to their unique needs. I aim to simplify complex financial decisions and serve as a trusted sounding board throughout their journey.<br/><br/>I specialize in helping retirees turn their savings into reliable income streams and guide them in accessing their funds in tax-efficient ways. I?m passionate about supporting families in the disability community, helping them navigate the unique financial considerations they face - including planning the care for their loved one, coordinating government benefits, and developing legacy strategies. My goal is to remove the mystery from investing and empower clients to confidently prepare for life?s next chapter.<br/><br/>Outside of work, I enjoy time with my family and giving back to the community. My wife Kathy and I have been married for over 27 years, and we?re proud parents of two sons. I?m actively involved in church ministries and have served with Leadership Frisco and the Frisco Chamber of Commerce.

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
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)
MATTHEW DANN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Texas : FRISCO Branch