Daniel Margheret
3750 Park East Dr Ste 200
Beachwood, OH
44122-4348
Phone:
Email:
440-505-5740
Daniel Margheret, Partner and Private Wealth Manager, began his career in the financial services industry in 1985. With his prior experience as a Certified Public Accountant with Ernst and Young, Dan helped to launch the investment consulting division in eight branches at Home Federal Savings Bank. In 1989, Dan founded DWM and Associates to broaden the products, services and comprehensive investment strategies he could offer his clients.
In 2013, Dan was seeking an opportunity to offer a wider offering of comprehensive services and merged his practice into Olympus Wealth Partners. The merger provided Dan the ability to devote more of his energy and passion to focusing on his clients. This new partnership gave Dan and his clients' access to a broader array of services in: Insurance, Estate Planning, Investment Analysis and Management, Research, Back Office Support, Business Consulting, and Practice Efficiency.
With over 30 years of financial services experience, Dan holds his Series 7, 63, and 24 registrations through LPL Financial. He also is insurance licensed in the state of OH. Dan lives in Solon, OH with his wife and two children and is a lifelong Northeast Ohio resident. In his spare time, Dan enjoys time out on the golf course and skiing. He is also active in the Solon Rotary Club, Solon Italian Club Foundation, children's athletic programs and is a member of the Solon Athletic Boosters. Dan's philanthropic activities include supporting the Cleveland Foundation, Agnon School and our Lady of the Wayside.