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Wasmer Schroeder

Daniel W. Griffith

Client Services Manager

Dan Griffith is a Client Services Manager, and is responsible for providing service to wealth manager clients and direct individual clients.

Dan began his career at WS as a Client Services Associate before transitioning to his current role in 2018. As a Client Services Associate, he was responsible for portfolio reconciliation, administration, and cash management of client accounts.

Dan earned his BS in Finance and Professional Golf Management from Florida Gulf Coast University (FGCU). While attending FGCU, he served as Treasurer of the Professional Golf Management Student Association.

Originally from Denver, Dan now lives in the Naples area and loves to golf in his personal time.

T 239-263-6877