Daniel L. Livingston, CFP®
Dan is a graduate of the Certified Financial Planner's Board of Standards Program at Florida State University's Center for Professional Development. He has been conferred with the CFP® designation since 2007 and has been in the financial planning industry since 1997.
Dan holds the Financial Industry Regulatory Authority's Series 65 - Registered Investment Advisor license and the Series 7 - General Securities Representative registration. In addition to these, Dan holds the FINRA Series 24 - Registered Principal license, which enables him to supervise our firm's investment and sales activities. As a member of the Financial Planning Association (FPA), he stays current with industry trends and legislative rulings and enjoys sharing his financial planning insights with his valued clients.
Away from the office, Dan is actively involved in our local community with various civic groups. As a Rotarian and current treasurer of the Wicomico Rotary Club, he is a past recipient of the Paul Harris Fellowship Award. Dan is currently an active board member with the Village of Hope Ministry. He is a former board member of the Peninsula Regional Medical Center Foundation, the Mid-Shore YMCA, Junior Achievement, and the Ward Museum of Wildfowl Art.
As an avid National Skeet Shooting Association participant and 2012 Maryland Skeet Shooting Association Team member, he enjoys time on the clay target ranges with his family and friends. He resides in Salisbury, Maryland, with his wife, Lyn and treasured golden retriever, Lacey.