Dan McGreevy, CFP®

RJFS Financial Advisor

Dan McGreevy is a CERTIFIED FINANCIAL PLANNER ™ professional and is actively engaged as a member of the firm’s Investment Committee. In May 2018, he joined the team as a financial advisor, and works closely with families and small businesses to help develop creative solutions for their personal objectives. He also helps oversee retirement plans for businesses and nonprofits.

Before joining the team, he worked as a financial advisor at Wells Fargo Advisors. Over the past seven years, he has worked closely with families and businesses, assisting during the settlement of a complicated estate, and helping families make sound investment decisions. He provides clients with the appropriate standard of care by staying current in the financial planning field through rigorous continuing education required for his Certified Financial Planner certification. Additionally, he maintains a Series 7 and Series 66 licenses.

Away from the office, you’ll find Dan volunteering at Junior Achievement and Circle Health Services, where he enjoys promoting positive education and health care awareness. Dan is a lifelong Clevelander, and grew up in Lakewood. He attended St. Ignatius High School, and graduated from Kent State University with a bachelor’s degree in finance and economics. Dan, his girlfriend Suzanne, their daughter Carmen and son Channing, live in Tremont. They enjoy doing anything outdoors, whether it’s riding their bikes to Edgewater Park, or walking to the West Side Market.

CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.