With more than 40 years' experience as a Financial Advisor, Dan is dedicated to helping his clients meet their financial needs and goals. Before entering the financial services industry, Dan graduated from Davidson College with a Bachelor of Arts in Economics. He began his career as a Financial Advisor with the Robinson Humphrey Company in 1983, and joined Wells Fargo Advisors predecessor firm A.G. Edwards and Sons in 1989. Having served as a Branch Manager for several years, Dan is now acting exclusively as Managing Partner and Senior Financial Advisor of Newsome Wealth Management.
Dan has been recognized as a 2022 - 2024 Forbes Best-in-State Wealth Advisor.*
Dan has also been named to the Wells Fargo Advisors Financial Network Platinum Council in 2020 – 2023.
*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.