Meet Daniel
Daniel Edwards is a Senior Wealth Advisor based in Southlake, Texas with 6 years of experience in the field.
Daniel is a Senior Wealth Advisor with over 27 years of experience in the financial services industry. His career spans across several reputable firms in the financial sector. A graduate from the University of Texas at Arlington, he received a Bachelor of Arts in Political Science.
Daniel guides high-net-worth individuals, families, and institutions as they pursue their financial goals. He specializes in wealth management, retirement planning, estate planning, and tax-efficient strategies.
Outside of the office, Daniel enjoys spending time with his wife Heather and their two children Braylon and Madison.
Daniel Edwards is also registered to offer investment advisory services through Cetera Advisor Networks LLC.
The way we do anything is the way we do everything.
Martha Beck
Qualifications
Experience
- 6 years financial industry experience
- 4 years with Carson Wealth
Education
- BA from the University of Texas - Arlington
The way we do anything is the way we do everything.
Martha Beck
Private Client 