Daniel Robards is a financial advisor at Whiterock Wealth Design, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he is a partner in Aquaponics AI, LLC, a company focused on farm management software and technology.
Whiterock Wealth Design provides portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, pension plans, and corporations. The firm employs a blend of fundamental, technical, quantitative, and Modern Portfolio Theory-based analysis and serves both individual investors and employer plan sponsors with services that include estate and tax planning as well as corporate consulting.