Daniel Zomback

    Senior Financial Advisor

    The Canell Group of Wells Fargo Advisors
    New York, New York8 years experienceNo minimum minimum

    About Daniel

    As an integral member of The Canell Group of Wells Fargo Advisors, Danny's focus is on providing holistic wealth management services to affluent individuals, families, small businesses, C-suite executives and successful professionals. He employs a thoughtful approach in which he asks appropriate que... One thing I want my clients to know about me is... With years of advising experience and being a member of one of the top advisory teams in the country, collaborating to deliver exceptional results for our clients is #1 priority.

    Areas of focus

    Credentials & background

    Licenses

    Series 66SIESeries 7

    Education

    Bachelors University of Delaware (2018)

    Clients served

    Business OwnersProfessional AthletesCorporate ExecutivesHigh Net Worth IndividualsInheritors

    Registered in

    Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming

    The firm

    The Canell Group of Wells Fargo Advisors