3. Daniel-T.-Drake

PRINCIPAL

INVESTMENT ADVISORY

Daniel T. Drake

5005 LBJ Freeway, Suite 1313
Dallas, TX 75244
dan.drake@southernwealth.com
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T: 972.661.4600
F: 972.934.8310

  • Over 14 years of experience offering wealth planning advice to ultra-high net worth families
  • Joined Southern Wealth Management at it’s inception in 2005
  • Formerly with Ernst & Young in their Private Client Service division
  • Bachelor’s degree in Finance from University of Central Oklahoma
  • Master’s in Business Administration from University of Central Oklahoma
  • NCAA college scholarship in Golf to University of Central Oklahoma
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst® (CIMA®)
  • Member of the Investments & Wealth Institute™
  • Member of Board of Trustees Prestonwood Christian Academy
  • Co-Founder & Treasurer of OneMore Ministries – 501(c)3 Non-Profit