Daniel Gilmore, AAMS®
Daniel Gilmore is a well-known financial consultant and educator in Bradenton, FL. Dan provides financial planning and investment advisory services to small business owners, retirees and those preparing for retirement. Income planning for retirement is a primary goal of most of Dan's clients.
Dan is a graduate of Florida State University and also holds an Accredited Asset Management Specialist designation from the College of Financial Planning in Denver, Colorado. The AAMS designation requires students to take a yearlong course and pass an examination covering investments, taxes, and estate planning. Dan has also given his views as a special guest host on AM 1490 radio, and was featured in The Bradenton Herald in their Young Entrepreneurs column.
Dan and his wife Mara have three children, Lauren, Alex and Sam. Dan and Mara are active in their church, Bayside Community, and love snow skiing, boating and all that "Florida has to offer."
He holds the Series 6, 7, 24, 51, 63 and a Florida Health, Life and Variable Annuity Insurance license.