Dan B. Crowley
Dan is a financial planner in Savant’s Chicago, IL office and a member of the Planning Team. He works closely with the Advisory Team to prepare client financial plans and develop tax strategies for clients. He is also responsible for gathering, organizing, and synthesizing client data to support financial advisors in developing planning and investment strategies.
Dan has been involved in the financial services industry since 2016. He earned a bachelor’s degree in finance with an emphasis on financial planning from Illinois State University, where he participated in the College of Business Educational Investment Fund. Also during his time at ISU, Dan worked for a nationwide insurance and financial services company as a wealth management intern where he focused on portfolio management trading. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Dan enjoys playing basketball, watching Chicago’s sports teams, and exploring the city’s restaurant scene.
Dan worked at D3 Financial Counselors from 2017 until it joined with Savant in September 2018.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.