Daniel W. Rowles, CERTIFIED FINANCIAL PLANNER™, CRPC® is a founder and President of Compass Investment Advisors. Dan entered the Financial Services industry 16 years ago after earning his Bachelor’s degree in Marketing from the University of Delaware in 1996. Dan has gained extensive knowledge in the banking, lending and securities industries. Prior to establishing Compass Investment Advisors, Dan was a financial advisor in the Global Wealth Management Division of Merrill Lynch.
Focusing on a select group of high net worth families and businesses, Dan assists clients with the development and implementation of long-term strategies to manage wealth. He focuses his efforts specifically on the preservation of wealth, retirement income strategies and building lasting relationships that help clients pursue their desired lifestyle goals during retirement.
Dan holds the Chartered Retirement Planning Counselor (CRPC) professional designation, and is a CERTIFIED FINANCIAL PLANNER™ Certificant (CFP®), a designation awarded by the Certified Financial Planning Board of Standards, Inc.
Dan is an active member of the community. He is the immediate past President of the Dover Downtown Rotary Club, and has been on the Board of Directors for 5 years. Dan resides in Dover with his wife, Amy, and two daughters, Avery and Addison.
William G. Ryon, III is a founder and Managing Partner of Compass Investment Advisors, LLC and has more than 18 years of experience in the financial services industry including investment management, investment banking, private banking, management consulting and the marketing of professional services.
Bill is a graduate of Seton Hall Prep and New England College and is a former United States Marine where he served as an infantry unit Fire Team Leader. Bill has also completed additional courses of study at the New York Institute of Finance. His desire to independently serve the investment and income needs of retiring clients led to the establishment of the firm in September of 2009.
Prior to starting Compass Investment Advisors, Bill was an advisor in the Global Wealth Management Division of Merrill Lynch where he focused on creating investment portfolios designed to preserve capital and to create income during the clients’ retirement years. Bill has also served the financial needs of dozens of private businesses by consulting on valuations and providing cash flow financing. In addition he has worked on several investment banking engagements resulting in millions of dollars of capital raised for a number of publicly traded companies.
Bill currently resides on Maryland’s eastern shore with his wife and two daughters.