Daniel Archer

Daniel E. Archer

Founding Principal at ACT Wealth Management LLC

Location:
7160 Dallas Parkway, Suite 230, Plano, Texas, United States
HQ Phone:
(214) 618-2022

General Information

Experience

Investment Consultant  - UBS Inc

Senior Vice President  - True North Advisors LLC

Education

BBA  - Financial Services and Planning with an emphasis in Accounting , Baylor University

Affiliations

Member of the Dallas and Fort Worth Chapter  - Financial Planning Association

Recent News  

Daniel E. Archer, Jr.: darcher@actwm.com

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Daniel E. Archer, Jr., CFP® - Founding Principal, Member and Manager
Dan has over 15 years of experience in financial planning and investment management. He is a Certified Financial Planner and a member of the Dallas/Fort Worth chapter of the Financial Planning Association. Dan began his career at Merrill Lynch and Co., where he eventually trained all incoming financial consultants through the branch professional development program. Dan often is asked to speak to large corporations, foundations and individuals around the country regarding Defined Benefit/Contribution programs, as well as issues related to the financial planning and investment management surrounding financial windfalls. Dan graduated from Baylor University with a BBA in Financial Services and Planning with an emphasis in Accounting. As mentioned, he holds the CFP® designation and is governed by the CFP Boards Code of Ethics and Professional Responsibility (Code of Ethics). The Code of Ethics is founded on seven principles: integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. Dan actively mentors young professionals in the financial services industry and dedicates his time to the Pro Bono Program within the Financial Planning Association. Dan resides in Fairview, TX with his wife Lindsey and four children. Previously, Ray, Dan Archer and Brennan Cross worked for Retirement Advisors of America and True North Advisors, LLC, both Registered Investment Advisory firms, with over one billion dollars in assets, respectively. Prior to joining ACT Wealth Management, Jessica worked closely with Dan, Brennan, and Ray at True North Advisors.

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Daniel E. Archer, Jr. (click for Dan's bio)

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