Dan B. Crowley
Investment Research Analyst
Dan is an investment research analyst in Savant’s Chicago, IL office and a member of the Investment Team. He is responsible for creating investment analysis reports and conducting portfolio reviews to assist the financial advisors in developing optimal planning and investment strategies for clients.
Dan has been involved in the financial services industry since 2016. Before transitioning to his current role, he was a financial planner for Savant, where he worked closely with the Advisory Team to prepare financial plans and develop tax strategies for clients.
Dan 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.