Daniel Quinn has more than 35 years of experience in the financial services industry – a career he chose because he is deeply committed to helping people with their financial well-being. In his role as a Wealth Advisor, Daniel works to fully understand the immediate needs and future goals of his clients so he can help them navigate their often complex situations and pursue their goals more effectively. He focuses his practice on high-net-worth individuals, multi-generational families, business owners, and current and retired physicians and executives.
Prior to coming to 1834, Daniel was a Wealth Management Advisor at Fifth Third Private Bank in Evansville, Indiana. And prior to that was an Investment Counselor at Truist Securities (formerly BB&T).
Daniel takes pride in being a trusted advisor for his clients, who can count on him to:
- Broaden their perspective on their personal wealth by establishing and implementing a comprehensive wealth plan customized to their unique situation.
- Provide customized and proactive guidance based on their goals and anticipated changes in their personal situations.
- Pull in the necessary in-house specialists in wealth planning, investment management, trust & fiduciary, estate planning & administration, philanthropy services, and private banking when needed.
- Pay attention to every last detail and strive to provide a level of service that will exceed their expectations.
Daniel received a bachelor’s degree in business administration from Brescia University in Owensboro, Kentucky.
Outside of work, Daniel enjoys spending time with his family and being outdoors – especially when it involves fishing, hunting and tackling that never-ending list of projects at his lake home.