Financial Analyst / Customer Service Associate
Daniel Reeves (DJ) joined EagleStone’s wealth management team in 2021. As a financial analyst, DJ works on process improvement and ensuring an exceptional client experience. He has earned an SIE® (Securities Industry Essentials®) certification and holds a Series 7 license. Prior to EagleStone, DJ worked for the University of Maryland Division of Student Affairs – Office of Development & External Relations, and the Bethesda Soccer Club.
DJ received a Bachelor of Arts in Economics from the University of Maryland. While at University of Maryland, DJ was a member of the Terrapins’ Division 1 Men’s Soccer Team for four years, as well as a member of the Student Athlete Advisory Committee. He credits his years as a student athlete with teaching him the importance of organization and time management in the achievement of goals.
DJ lived in Dallas, TX, and then moved to Maryland at the age of eight. He currently resides in Baltimore. In his free time, DJ remains a committed soccer player and fan. He also enjoys a daily run with his dog, an Australian Shepherd named Jazz.
Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.