Daniel Carlile, Cfp®, Cpwa®, Ricp®
About Daniel Carlile, Cfp®, Cpwa®, Ricp®
Daniel Carlile is a Vice President at Towne Wealth Management with extensive experience in financial services, including roles at SunTrust Investment Services and Merrill Lynch. He holds a Bachelor of Arts in Economics from the University of Virginia and has earned several professional designations.
Work at TowneBank
Daniel Carlile serves as Vice President at Towne Wealth Management, a division of TowneBank, since 2016. His role involves overseeing wealth management services and providing financial advice to clients. He operates from the TowneBank office located at 5235 Monticello Avenue, Williamsburg, VA 23188. His extensive experience in the financial sector supports his responsibilities in this position.
Previous Employment History
Before joining TowneBank, Daniel Carlile worked at several financial institutions. He was an Investment Associate at SunTrust Investment Services from 2010 to 2012 in Williamsburg, Virginia. Prior to that, he served as an Analyst at SunTrust Robinson Humphrey from 2001 to 2004 in Atlanta, Georgia. He also held positions at Merrill Lynch as a Financial Advisor and Investment Associate between 2006 and 2010, and worked as an Investment Executive at Monarch Bank Private Wealth from 2012 to 2016.
Education and Expertise
Daniel Carlile earned a Bachelor of Arts degree in Economics from the University of Virginia, where he studied from 1997 to 2001. His educational background provides a solid foundation for his career in financial services. He holds several professional designations, including Certified Financial Planner (CFP®), Chartered Private Wealth Advisor (CPWA®), and Retirement Income Certified Professional (RICP®).