MATTHEW DANN, CFP�, CRPS�

Financial Advisor

Senior Vice President - Investment Officer

Address: 2400 Dallas Pkwy, SUITE 100 , Plano , TX 75093
Phone: 972-473-5907 | 800-595-5634 Fax: 972-473-5999
Email: matthew.dann@wellsfargoadvisors.com Compose mail in a new window

My Background

My Associate(s): Beth Sparks, Financial Consultant ; Jen Meyer, Senior Client Associate

My Experience

2010 - present : Wells Fargo Advisors
2001 - 2010 : Smith Barney
2021 - present : Instructor, SMU

My Education & Credentials

BBA in Finance and Real Estate - University of North Texas
Financial Planning Program Graduate - Southern Methodist University
Certification in Biblical Counseling - Southwestern Baptist Theological Seminary

My Areas of Focus

Advisory Services
Business Services
Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AR, AZ, CA, CO, CT, FL, GA, ID, IN, KS, LA, MA, MD, ME, NC, NE, NM, NY, OH, OK, OR, TX, UT, VA, WI
MATTHEW DANN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Texas : Plano Branch