Daniel Rowe, MBA, CFP®

Senior Wealth Planning Associate

Daniel services client relationships in the areas of financial planning, estate planning, tax planning and preparation. Daniel enjoys being a trusted resource for his team and clients alike. 

Prior to joining Heritage, Daniel was a financial advisor at another wealth advisory firm, where he began his career working with clients on financial planning and investment management.

Daniel earned his B.A. and Master’s in Business Administration from the University of Lynchburg. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®).

Daniel volunteers his time coaching a varsity basketball team at a local high school. He resides in Richmond, VA, with his wife, Alyssa, son, Luke, and black lab, Bailey.