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Daniel M

CFP®, Series 66

Chicago, IL

Brighton Jones LLC

Daniel Moore is a financial advisor at Brighton Jones LLC in Chicago, holding the CFP® designation and Series 66 license with 14 years of industry experience. Prior to joining Brighton Jones in 2025, he worked at Savvy, TIAA CREF Individual & Institutional Services, and Fidelity in various advisory roles. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities through a holistic, balance-sheet approach.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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