MATTHEW DANN, CFP®, CRPS®

Financial Advisor

Managing Director - Investments

Address: 17 COWBOYS WAY, SUITE 500 , FRISCO , TX 75034
Call: 469-252-0227  |  888-646-0751    Fax: 972-712-8688
Email: matthew.dann@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Associate(s): Shari La Fleur, Senior Registered Client Associate

My Experience

  • 2010 - present : Wells Fargo Advisors, Financial Advisor
  • 2021 - present : Southern Methodist University, Instructor
  • 2001 - 2010 : Morgan Stanley, Financial Advisor

My Education & Credentials

  • Bachelor of Business Administration - University of North Texas
  • Certificate in Financial Planning - Southern Methodist University
  • Certificate in Biblical Counseling - Southwestern Theological Seminary
Securities Registered in the following states: AR, AZ, CA, CO, FL, GA, ID, IN, KS, LA, MA, MD, ME, MO, MS, NC, NM, NY, OH, OK, OR, SC, TX, UT, VA, WI
Insurance licensed in the following states: CA (Lic. # 0K92956) Resident State: TX
MATTHEW DANN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Texas : FRISCO Branch