CoverProfile

Daniel Archer Jr

Founding Principal

ACT Wealth Management LLC

United States, Texas, Plano

About Me

Daniel E. Archer Jr. has over two decades of experience in financial planning and investment management. He began his career at Merrill Lynch, and later continued at UBS in Dallas, TX. Dan is often asked to speak to individuals, large corporations, and foundations across the country regarding several topics that include defined Benefit/contribution programs and large liquidity events.

Profile Information

Founding Principal

ACT Wealth Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Plano

Texas

United States

May 16, 2024

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