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Daniel C
CFA®
Bee Cave, TX
Alliance Private Wealth, LLC
Daniel Carroll is a CFA® charterholder with six years of industry experience. He has worked at Alliance Private Wealth, LLC since 2025 and previously held roles at Commonwealth Financial Network, Century Management, Century Management Financial Advisors, and OFI Global Institutional, Inc. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, retirement plans, and businesses through a five-advisor team managing approximately $466 million. The firm offers discretionary wealth management, comprehensive and single-topic financial planning, exit planning for business owners, and ERISA 3(21) retirement plan advisory services, focusing on long-term, diversified portfolios supported by fundamental and technical analysis.
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