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Daniel Billings, CFP®

Daniel Billings, CFP®

Principal / Director of Financial Planning

Daniel is the Director of Financial Planning Services for Southeast Financial Services, Inc. With over 13 years experience in the industry, he works with clients to develop their comprehensive financial plans as well as reviewing investments for proper placement to help accomplish client goals and objectives.

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

Daniel holds his Series 7 and 66 securities registrations. He also holds his North Carolina Long-Term Care and Life and Health License. Daniel 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.