Dan Esquirell

Dan Esquirell

Portfolio Manager-Equities at Wescott Financial Advisory Group LLC

Consumer Services
Finance

Profile

Mr. Daniel J.
Esquirell is a Partner & Senior Financial Advisor at Wescott Financial Advisory Group LLC.
He began his career in 1988 working three years in public accounting followed by eight years as a professor of finance and accounting.
He began working with individual clients in the wealth management industry in 1999.
Mr. Esquirell is responsible for developing and presenting financial plans to individual clients as well as overseeing client investment portfolios.
He received his Bachelor of Science degree in Accounting from Bob Jones University and an MBA from Clemson University.
He received the CERTIFIED PUBLIC ACCOUNTANT designation in 1991, and the CERTIFIED FINANCIAL PLANNER® designation in 1999 from the Certified Financial Planner Board of Standards.
He is currently a member of the FPA and he adheres to the Code of Ethics and Professional Standards of Practice set by the CFP Board of Standards.

Dan Esquirell active positions

CompaniesPositionStart
Portfolio Manager-Equities 31/12/2021
All active positions of Dan Esquirell

Former positions of Dan Esquirell

CompaniesPositionEnd
Portfolio Manager-Equities 30/12/2021
See the detail of Dan Esquirell's experience

Training of Dan Esquirell

Bob Jones University Undergraduate Degree
Clemson University Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Dan Esquirell's experience

Connections

7

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies2

Finance

Finance

See company connections