Daniel Drake is a wealth management financial advisor based in Dallas, TX.
Dan joined CAPTRUST in 2023 from Southern Wealth Management and serves as a principal. In his role, he provides investment advisory services, financial planning, and broad wealth management to clients. Prior to joining the firm, he worked in the private client service group at Ernst & Young.
Dan holds a Bachelor of Business Administration degree in finance and a Master of Business Administration degree from the University of Central Oklahoma. He also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®).
When he’s not working, Dan enjoys spending time with family, playing golf, watching sports, and serving at his church.
Education
- Bachelor of Business Administration degree in finance and a Master of Business Administration degree from the University of Central Oklahoma
Industry Designations
- CERTIFIED FINANCIAL PLANNERâ„¢
- Certified Investment Management Analyst®
Memberships
- Treasurer and Co-Founder, One More Ministries
- Former Board Member, Prestonwood Christian Academy
