Daniel T. Drake, CFP®, CIMA®

Principal

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Biography
Education & Other Highlights
Location(s)

Daniel Drake is a wealth management financial advisor based in Dallas, TX.

Dan joined CAPTRUST in 2023 from Southern Wealth Management and serves as a principal. In his role, he provides investment advisory services, financial planning, and broad wealth management to clients. Prior to joining the firm, he worked in the private client service group at Ernst & Young.

Dan holds a Bachelor of Business Administration degree in finance and a Master of Business Administration degree from the University of Central Oklahoma. He also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®).

When he’s not working, Dan enjoys spending time with family, playing golf, watching sports, and serving at his church.

Education

  • Bachelor of Business Administration degree in finance and a Master of Business Administration degree from the University of Central Oklahoma

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®

Memberships

  • Treasurer and Co-Founder, One More Ministries
  • Former Board Member, Prestonwood Christian Academy

Resources

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