Livingston Wealth Management, LLC
Livingston Wealth Management, LLC team

Livingston Wealth Management, LLC has been helping clients work toward their financial goals since 1997.

Company Focus
Team Biographies

>> Daniel L. Livingston, CFP®

>> Kyle E. Livingston

>> Andrea Agosta

>> Garnett A. Kellam
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Daniel L. Livingston, CFP®

Daniel Livingston

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.

With LPL Financial, Dan holds the following registrations: Financial Industry Regulatory Authority's Series 65 - Investment Advisor Representative license and the Series 7 - General Securities Representative registration, and 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. He is a member of the Wicomico Rotary Club and is a past recipient of the Paul Harris Fellowship Award. He is a former board member of the Peninsula Regional Medical Center Foundation, the Village of Hope, the Mid-Shore YMCA, Junior Achievement of the Eastern Shore, and the Ward Museum of Wildfowl Art.

As an avid woodworker, he can be found most weekends in his workshop. Dan is internationally recognized as an accomplished woodturner and is featured on the YouTube channel Dan Livingston Makes and other publications. All of his wood art is donated to local charity auctions throughout his home region. A grandfather of two, he resides in Salisbury, Maryland, with his wife, Lyn and treasured golden retriever, Lacey.

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