Daniels’ passion for assisting high net worth clients find financial peace of mind is undeniable. His experience in the financial industry, accreditations, and thirst for continued learning is a testament to his passion that began quickly after graduating with his Bachelor of Arts in Finance and minor in Economics from the University of Oregon.Daniels found his first job out of college at Washington Mutual Bank (acquired by JP Morgan Chase) working as a branch manager. He made the transition to private client services when he moved to JP Morgan Chase – working as a private client banker for high-net worth clients. The natural transition to wealth management came when he moved to Morgan St