Daniel Minnis CFP®
Dan has been in the financial services industry for over 10 years, serving in a variety of different roles. He began his career as a Financial Advisor with Merrill Lynch in Hopewell, NJ and later transitioned to a wholesaling position with New York Life/MainStay Investments, where he distributed mutual fund, ETF and SMA products to advisors in the Pacific Northwest. After carrying the bag as a wholesaler, he made the transition back to being a financial advisor with Charles Schwab in 2018. A native of NJ, Dan and his family moved back home and joined Integra with the goal of providing his clients the best planning, wealth and investment management.
Dan has his bachelor’s degree in Business Administration and Spanish from Bucknell University, he holds his Series 7 with LPL Financial and the Series 66 with Private Portfolio Partners, LLC, Life/Health and Variable Annuity licenses.
When not working to serve his clients, Dan enjoys spending time with family, his wife Alex and their son Tommy. He can often be found on the beach, surfing, hiking, playing ice hockey and golf.