Daniel Boone, X, CFP, CLU

Associate

Visit my web site!

Phone: 336.272.9712 ext 213
Fax: 336.273.4348
E-mail: dboone@pilotfa.com

Daniel H. Boone, Investment Advisory Representative of Lincoln Financial Securities Corporation, provides comprehensive fee-based financial planning and other financial services.  As a Certified Financial Planner Professional, Dan believes in a process driven approach to help clients achieve their financial goals. His focus lies in retirement income planning, working closely with clients to ensure they have adequate income to cover core expenses.

Dan holds the following securities registrations, licenses, designations and degrees:

  • B.S. in Business Administration, Appalachian State University
  • Chartered Retirement Planning Counselor (CRPC)
  • Chartered Life Underwriter (CLU)
  • FINRA Sries 7 and 65 securites Registrations
  • Member, Society Financial Services Professionals
  • Adjunct faculty member, Guilford College
  • Long Term Care, Life, Disability and Health Insurance

Dan enjoys spending time with his wife Carol, and their four daughters, Savannah, Madelyn, Abbie Grace, and Sophie.  He also enjoys playing golf and spending time with friends.