Dan Neice, MBA, CFP®
Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
I’ve been a financial advisor with Waddell & Reed since 2007. As a financial advisor I offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help.
I have been married to my bride Diana for over 31 years, and we are blessed with 5 wonderful children. Our eldest daughter Ashley graduated from Old Dominion University, and is married to Nathan--they are expecting our first Grandchild this Fall!. My eldest son Bill graduated from James Madison University with a degree in Accounting and is working Corporate Tax at a VA Beach CPA Firm. Zach finished a Pre-Med/Biology Degree at Penn State, and is applying to Doctor in Physical Therapy Programs. Jacob is finishing his first year at Virginia Tech studying Engineering...and my last son "in the nest" (Luke) is an athlete and Honor Student at Hickory High School.
Waddell & Reed is not affiliated with any other entities referenced. 08/18