Bernstein Global Wealth Management
Dan Gavin has over 20 years of financial experience. As a Financial Advisor with Bernstein Global Wealth Management Dan Gavin's practice is based in Florida and focused on providing investment planning for high net worth individuals, families, foundations and endowments plus small to medium size business investment portfolios. Plans are tailored for each client's resources, tax circumstances, estate planning goals, and risk tolerance, with the goal to maximize after-tax returns using an appropriate asset allocation.
Prior to joining Bernstein, Dan owned and operated two franchise companies with 16 locations throughout Florida and the Midwest. Dan has lived in Orlando since 1992 and has served on several boards, is a Leadership Orlando Alumni and was selected as one of Central Florida's 40-Under-40 business leaders in 1998. Dan earned a Bachelor's of Science in Business Administration from Rockhurst University in Kansas City, Missouri.
When not at work, Dan enjoys golf, tennis and spending time with his family. He and his wife Mary have two children, Maureen and Seamus.