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Daniel C

Series 63, Series 66

Woodbine, MD

T. Rowe Price Advisory Services, Inc.

Daniel Craig is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. Before joining T. Rowe Price in 2018, he worked at Northwestern Mutual in various capacities from 2017 to 2018 and has also held roles at Towson University and Ridge Engineering. Outside of finance, he is a partial owner of Tell Tale Coffee Company, a coffee sales business in Westminster, MD. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with tax-aware management and online tools.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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