Daniel J. Wilson*, CFP

Daniel Wilson is a Financial Advisor at Independence Financial, LLC and a CERTIFIED FINANCIAL PLANNER® professional. He helps individuals and families connect their financial decisions with what matters most to them, building practical plans that support their goals and give them greater confidence in the future.

With more than nine years of financial services experience, Daniel helps clients navigate retirement planning, investment management, and the tax considerations that accompany financial decisions. He enjoys bringing these pieces together into a cohesive plan, helping clients understand their options and move forward with a clear sense of direction. Daniel’s approach is thoughtful, collaborative, and grounded in getting to know the people he serves. He takes time to understand each client’s priorities, explain complex topics in plain language, and work through the tradeoffs behind important decisions. His goal is to help clients build and manage their wealth in a way that allows them to freely pursue their purpose and passions.

Daniel earned his Bachelor of Business Administration with a major in Finance from Freed-Hardeman University in Tennessee. His commitment to continued learning led him to earn the CFP® certification and continues to shape the care he brings to his work.

Daniel lives in Mt. Juliet, Tennessee, with his wife, Rhyan. They are active in volunteering with their church, and have been involved with foster care in various ways over the years. Daniel and Rhyan share a love of travel and have a tradition of planning surprise trips for each other’s birthdays—a favorite way to explore new places and create memories together. Outside of work, he also enjoys reading, learning new things, playing chess, and walking his dog, Cannoli, along with playing basketball and pickleball with friends.