Bio
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Dan Esquirell is a seasoned executive with over 15 years of experience in strategic planning, leadership, and management. He has held senior roles at Wescott Financial Advisory Group, Asset Planning Services, and Independence Advisors, LLC. Dan holds an MBA from Clemson University and a BS in Accounting from Bob Jones University.
Experience
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Wescott Financial Advisory Group, LLC
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Harleysville, Pennsylvania, United States
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Partner, Senior Financial Planner
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Jan 2022 - Present
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Harleysville, Pennsylvania, United States
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Director
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Jun 2006 - Jan 2022
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Wealth Manager
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Mar 1999 - May 2006
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Education
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1993 - 1996Clemson University
Master of Business Administration (MBA), Finance, General -
1985 - 1988Bob Jones University
Bachelor of Science (BS), Accounting -
Calvary Baptist High School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Advisory and Consulting”
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