Daniel L. Sloan, CFP®

Financial Advisor



Daniel L. Sloan, CFP (Dan) has 25 years of experience as a Financial Advisor serving with First Alabama Investments, Regions Investments and Morgan Keegan. Dan is a lifelong resident of Montgomery. He is a 1979 graduate of Huntingdon College with a degree in Business Administration with a concentration in accounting.

Dan became a CERTIFIED FINANCIAL PLANNER in 1991, at the time there were only 153 CFP’s in the state of Alabama.