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Dan Dimitrijevic
Dan Dimitrijevic
Vice President, Wealth Advisor | Capital Advisors
United States
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.
Dan Dimitrijevic
Work Experience
Vice President, Wealth Advisor at
Capital Advisors
June 2023 - Present
Wealth Management Advisor at
TIAA
March 2019 - June 2023
Branch Manager (Scottrade Nov '05 - Feb '18) at
Td Ameritrade
February 2018 - January 2019
Producing Branch Manager at
Scottrade
November 2005 - February 2018
Investment Consultant at
Scottrade
May 2001 - November 2005
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
****************@tiaa.org
*************@capitaladv.com
Colleagues
Senior Vice President
President
Senior Vice President at Capital Advisors, Inc.
Senior Vice President
SVP / Wealth Advisor
VP, Wealth Advisor
VP, Client Service Manager/Trading
Chief Compliance Officer
Vice President Portfolio Analyst