Daniel R. Gilham, CRPC®

Daniel R. Gilham, CRPC®

Associate Vice President- Investment Officer
PIM Portfolio Manager

Phone: (904) 351-7661
Fax: (904) 351-7601
E-mail:
 

Daniel joined the Forbes, Thompson & Gilham Wealth Management Group of Wells Fargo Advisors in March of 2012 and focuses on planning strategies for high-net-worth clients.

Some facts about Daniel:

• Chartered Retirement Planning Counselor® (CRPC®) .This includes intensive education in; estate planning, income taxes, long term care, employer sponsored plans, deferred compensation, asset management, and investment strategy.

• 9 years as an executive with AOL, leading the company into new markets. Responsible for managing teams on the ground in India, Argentina, Philippines, South Africa,

Israel and Washington, DC. Managed executive training and leadership development for AOL leaders, leaning on experience from managing projects around the globe.

• Systems Engineering Degree from the University of Arizona, studied economics at The American University in Washington, DC, and holds a Certificate of Financial Planning from the University of Miami.

• Serves as President of Economic Roundtable of Jacksonville, is a graduate of Leadership Jacksonville (2010), a United Way Stein Fellow, and is a member of University of North Florida’s Economics Advisory Council.

• Summited Mount Rainier with a team of 8 to raise funds for Tiny Hope Children’s Home.

• Daniel and his wife, Carol, are members of the Church of Eleven22.

• He, Carol, and daughter, Kennedy Grace, reside in Intracoastal West, Jacksonville, FL.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member FINRA/SPIC.