Daniel W. Rowles, CERTIFIED FINANCIAL PLANNER™ is a founder and Managing Partner of Compass Investment Advisors, LLC.; Dan entered the Financial Services industry 26 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 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 a member of the Dover Downtown Rotary Club, where he is a two time past President, and has been on the Board of Directors for 12 years. Dan also volunteers his time as a Board Member and Mentor at The Elizabeth W. Murphey School in Dover. He also mentors future business leaders at the Lerner Business School at the University of Delaware. Dan resides in Dover with his wife and two daughters.