Daniel Swain, CFP®
Head of Financial Planning Operations, Carter Advisory Services
Professional
As the Head of Financial Planning Operations for Carter Advisory Services, Daniel helps our clients determine where they want to go—and how to get there—by creating and adapting comprehensive financial plans and delivering meaningful solutions tailored to their needs.
He began his career at Edward Jones and then spent seven years at an independent firm in Frederick, Maryland, before joining Carter Advisory Services.
In addition to his work with clients, Daniel oversees the review of annual plans and leads the Carter Advisory Services team, helping ensure a consistent and thoughtful planning experience.
Education
Daniel earned a Bachelor of Arts in History from Taylor University in Indiana. He earned his CFP in December 2018.
Personal
Daniel grew up in the Czech Republic before returning to the U.S. in 2009 to attend college. He moved with his wife from Leesburg, Virginia, to Dallas, Texas, in 2023. He enjoys hiking, traveling, reading, and playing with his dog, Mason.