Advisor profile


My approach

Dan Carver III - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Dan Carver III - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BSBA in Finance from the University of Missouri - Columbia - 2000

Interests

Trisha and I have been married for 18 wonderful years. My 14-year old daughter, Taylor, loves to do competitive dance competitions and my 12-year old son, Cash, loves riding ATVs and is an aspiring soccer player. I enjoy family vacations, playing in the backyard with my kids, & supporting organizations that help families dealing with sickness or death. I spend my free time attending to my beehives and playing with my kids and our two Maltese dogs, Armani and Tory, at our recreational farm in Perryville.

Community participation

  • I support Annie's Hope, a nonprofit organization whose mission is to provide comprehensive support services for children, teens, and their families who are grieving the death of someone significant.
  • I support the St. Charles County Veterans Museum that aims to honor all of those Veterans who served our country, and especially those from St. Charles County. Their desire is to keep the memories of our Veterans in the forefront of the generations of today so that they will not be forgotten.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2019, 2021
  • Five Star Wealth Manager, 2012-2015
  • Ameriprise Circle of Success, 2013, 2018, 2019, 2020