Since 2015, Daniel Stolfa has been working in Stiles Financial Services, Inc situated 238, 238. This professional is a well-qualified Private Wealth Advisor at Stiles Financial Services, Inc with over 21 years of work experience. According to Daniel's resume and work profile, this person has worked at more than ten places with diverse backgrounds and gained different skills. Daniel attended school at the Mitchell Hamline School of Law from 1996 to 2000. Daniel Stolfa can be found in Lakeville, Minnesota – where the professional currently lives. You can search for this professional's phone number and email. We can also provide you additional contact information upon request.
Name variants:
Danial Stolfa,
Dan Stolfa,
Danny Stolfa
Last updated Apr 30, 2024
Contact Information
Last Update
Jun 30, 2022
Email
da**@evercore.com, da**@gmail.com
Location
Lakeville, MN
Company
Workplace
Private Wealth Advisor at Stiles Financial Services, Inc
Industry
Financial Services
Colleagues
Work History
Private Wealth Advisor at Stiles Financial Services, Inc
Edina, MN
Establishing long term client relationships is the cornerstone of how SFSI develops custom, detailed and creative solutions and strategies to guide clients toward achieving their dreams and ...
Dec 31, 2015 — Aug 23, 2018
Managing Director
55 east 52Nd St, New York, NY 10055
I am a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management in Minneapolis and Evercore Trust Company, N.A. I am working with families, business owners, executives,...
from Aug 2018
Steering Committee Member, Networking Committee Co-Chair | Succession Planning Education
14701 Detroit Ave SUITE 430, Cleveland, OH 44107
The purpose of the EPI Twin Cities Metro Area Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community
...
from Aug 2017
Financial Advisor
Worked with families, business owners, executives, foundation executive directors, board members, Interim CFOs, trust fiduciaries, EOS Implementors, and high net-worth individuals across the...
Jan 2015 — Oct 2016
Financial Advisor - Pbig
New York, NY
Part of Merrill Lynch's ultra-high net work Private Bank working with families, business owners, executives, foundation executive directors, board members, Interim CFOs, trust fiduciaries, E...
Jun 2006 — Aug 2013
Financial Advisor
800 Nicollet Mall SUITE 1000, Minneapolis, MN 55402
Working with families, business owners, executives, foundation executive directors, board members, Interim CFOs, trust fiduciaries, EOS Implementors, and high net-worth individuals across th...
Aug 2004 — Jun 2006
Education
1996 — 2000
1990 — 1994
1989 — 1990
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Advisor
Guide
Artist
Model
Lawyer
Fiduciary
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Tour Guide
Trust Law Attorney
Lawyer
Skills
Wealth Management
Fiduciary Services
Ultra High New Worth Individuals
Estate Planning
Retirement
Retirement Planning
Strategic Financial Planning
Financial Advisory
401K
Investment Advisory
Investment Management
Investment Strategies
Financial Planners
Mutual Funds
Securities
Asset Allocation
Investments
Alternative Investments
Portfolio Management
Equities
Asset Managment
Bonds
Pensions
Insurance
Risk Management
Life Insurance
Disability Insurance
Cash Management
High Net Worth Individuals
Wealth Management Services
Wealth Accumulation
Financial Goals
Personal Financial Planning
Series 7
Iras
Estate Tax Planning
Certified Financial Planner
Etfs
Relationship Management
Separately Managed Accounts
401K Rollovers
Retirement Plan Consulting
Defined Benefit
Planned Giving
Exit Strategies
Tax Planning
FAQs about Daniel Stolfa
What's the main profession of Daniel Stolfa?
Daniel Stolfa is a Managing Director.
What are the main profession of The professional?
These person's professions are Executive and Chief Executive Officer
Where is Daniel Stolfa located?
The professional is currently located in Lakeville, Minnesota.
Does the expert have the email address?
da**@evercore.com and da**@gmail.com is Daniel Stolfa's email address.
Where did Daniel Stolfa work?
The professional worked at Stiles Financial Services, Inc., Evercore Wealth Management, Llc.
Where has Daniel Stolfa studied?
Daniel studied at the Mitchell Hamline School of Law from 1996 to 2000.
Are there any special industries Daniel Stolfa is connected to?
This professional works in Investment Management industry.
What are the skills of Daniel Stolfa?
This professional has the following skills: Wealth Management, Fiduciary Services, Ultra High New Worth Individuals, Estate Planning, Retirement, Retirement Planning, and Strategic Financial Planning.