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Dan Dimitrijevic

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Dan Dimitrijevic

Vice President, Wealth Advisor | Capital Advisors

United States

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Dan Dimitrijevic

Summary

Dan Dimitrijevic is a seasoned Vice President and Wealth Advisor at Capital Advisors, boasting over 22 years of experience in the financial services industry. He specializes in life-centric financial planning, asset allocation, and wealth management for high net worth individuals. His impressive track record includes managing significant client assets and exceeding firm growth targets by substantial margins. Dan has held various leadership roles, including Branch Manager at TD Ameritrade, where he was recognized for exceptional sales performance and customer service. He is passionate about mentoring and developing high-performance sales teams, showcasing his commitment to leadership development. With a Bachelor of Science in Finance from Missouri State University, he combines technical expertise with strategic financial planning to guide clients towards achieving their financial goals. Dan is based in the Austin, Texas metropolitan area and continues to make a significant impact in the wealth management space.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Dan Dimitrijevic

Work Experience

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Vice President, Wealth Advisor at

Capital Advisors

June 2023 - Present

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Wealth Management Advisor at

TIAA

March 2019 - June 2023

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Branch Manager (Scottrade Nov '05 - Feb '18) at

Td Ameritrade

February 2018 - January 2019

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Producing Branch Manager at

Scottrade

November 2005 - February 2018

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Investment Consultant at

Scottrade

May 2001 - November 2005

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Dan Dimitrijevic

Education

Missouri State University, Bachelor Of Science Degree In Finance

January 2001

Frequently Asked Questions about Dan Dimitrijevic

What is Dan Dimitrijevic email address?

Dan Dimitrijevic's primary email address is ****************@tiaa.org. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Dan Dimitrijevic work for?

Dan Dimitrijevic is a Vice President, Wealth Advisor at Capital Advisors, a company specializing in Functions related to depository banking.

Where Dan Dimitrijevic graduated from?

Dan Dimitrijevic holds a degree in Minor In Accounting from Missouri State University.

How can I directly contact Dan Dimitrijevic?

To contact Dan Dimitrijevic directly, you can use the email address ****************@tiaa.org. Complete contact information is available upon registration with Muraena.

Who is Dan Dimitrijevic?

Dan Dimitrijevic is a seasoned Vice President and Wealth Advisor at Capital Advisors, boasting over 22 years of experience in the financial services industry. He specializes in life-centric financial planning, asset allocation, and wealth management for high net worth individuals. His impressive track record includes managing significant client assets and exceeding firm growth targets by substantial margins. Dan has held various leadership roles, including Branch Manager at TD Ameritrade, where he was recognized for exceptional sales performance and customer service. He is passionate about mentoring and developing high-performance sales teams, showcasing his commitment to leadership development. With a Bachelor of Science in Finance from Missouri State University, he combines technical expertise with strategic financial planning to guide clients towards achieving their financial goals. Dan is based in the Austin, Texas metropolitan area and continues to make a significant impact in the wealth management space.

Dan`s contact details

mail

****************@tiaa.org

*************@capitaladv.com

Colleagues

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Cfp Thomas Liversage

Senior Vice President

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Andy Brown

President

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George Haas

Senior Vice President at Capital Advisors, Inc.

Monty Butts

Senior Vice President

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Cfp Simon Beresford

SVP / Wealth Advisor

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Jason Percy

VP, Wealth Advisor

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Kasey Bray

VP, Client Service Manager/Trading

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Debra Konieczny

Chief Compliance Officer

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Daniel Schluter Cfa

Vice President Portfolio Analyst

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