Daniel Billings*, CFP®

About Daniel

Principal / Director of Financial Planning

At our firm, Daniel is involved in every aspect of the financial planning from creation to monitoring, making sure client goals and objectives are reflected.

Daniel earned his Certified Financial Planner® designation in May of 2008. He is a graduate of Appalachian State University and holds a BSBA in Finance and Banking with a concentration in Financial Planning. He also completed FPA’s residency program at Texas Tech University.

Daniel holds his Series 7 and 66 securities registrations as well as his NC Long-Term Care and Life and Health Licenses. He is a member of the Financial Planning Association and the Society of Financial Service Professionals.

Daniel lives in Greensboro, N.C., with his daughters, Abigail and Lillian.

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