For almost 15 years, Daniel Tew provided tax and consulting services to owners of small businesses and high net worth individuals. In addition, he worked closely with the firm’s Employee Benefit plan practice. In 2020, Daniel joined Jackson Thornton Asset Management and advises clients on wealth management strategies and planning. In addition to being a CPA, Daniel also holds the Personal Financial Specialist (PFS) and Certified Financial Planner (CFP) designations. He holds professional membership in the American Institute of Certified Public Accountants (AICPA) and the Alabama Society of Certified Public Accountants (ASCPA), where he is past president of the Dothan chapter. He also curr

Daniel Tew
Principal, Advisor
Jackson Thornton Asset Management
United States, Alabama, Dothan
About Me
Profile Information
Principal, Advisor
Jackson Thornton Asset Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dothan
Alabama
United States
Jan 12, 2025
More profiles to browse
KM
Kim Mason
Portfolio Advisor
AG
Allison Guice
Principal
JC
Justin Clark
Principal
Nancy M. Brown
Principal, Advisor
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
PM
Prtima MISHRA1
Software Engineer
PA TEST
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors