Meet Robert

Robert Daniel is a Vice President and Senior Financial Advisor with Enterprise Wealth Management. He specializes in wealth accumulation, wealth preservation, and wealth distribution strategies to ensure his clients are in the best financial position.

Robert has more than 20 years of financial industry experience. Prior to joining Enterprise Wealth Management, Robert was a Senior Financial Consultant with Fidelity Investments in their Private Client Group. He has a Bachelor of Business Administration in Marketing from Mississippi State University, and holds the CERTIFIED FINANCIAL PLANNERâ„¢ certification.

Robert has volunteered for a number of non-profit organizations, and participates throughout the year in several road races to raise funds for local non-profit organizations.

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