Fredericksburg - Wealth Management

Daniel W. Clendenin

Financial Advisor, Managing Director

Dan has a passion for planning. His team manages investment assets in excess of $500 Million*, on behalf of their clients, who reside across the United States and overseas. Dan has counseled families on a wide range of sensitive and complex life events including: retirement and cash flow planning, company purchases and sales, real estate acquisition/divestment, estate and legacy planning, and charitable objectives. *Across all channels

Experience:

  • Stewart Wealth Management and Wachovia Securities LLC

  • Trustee of the University of Virginia UPG (University Physicians Group) Investment Committee

  • Trustee of the Mary Washington Hospital Foundation

  • Advisory Board Member for the University of Mary Washington College of Business

Education/Certifications:

  • BS, University of Mary Washington

Contact: