Dan Abramowitz

Director of Wealth Management, Florida

dan

Dan Abramowitz

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Dan Abramowitz is a Director of Wealth Management and an Investment Advisor for our Florida branch of Capital Investment Advisors. Dan has always had an affinity for finance and solving complex financial puzzles. As a Director of Wealth Management, he focuses on creating and cultivating strategic partnerships with Fidelity and Schwab representatives and specialists such as CPAs, healthcare consultants, estate attorneys, and those in a variety of other industries in the Tampa Bay, Florida area. As an Investment Advisor, he specializes in helping families work towards their financial goals and objectives through customized income planning.

Prior to joining Capital, Dan spent time with NorthCoast Asset Management and was in charge of the entire Southeast region. He managed a book of high-net-worth individuals and led business development efforts across strategic platforms and business partners. He got his start in finance working at Fidelity in 2010 and at Schwab as a Financial Consultant soon after, developing financial plans and providing investment management.

Dan grew up in Jacksonville and has been a Floridian for most of his life. He graduated with a Bachelor of Science in Sports Management with a minor focused in business from the University of North Florida in 2010. While at UNF, he spent time training athletes as a strength and conditioning coach. Now, throughout the week, Dan enjoys coaching for his son, Carter’s, tee-ball team. He’s a huge football fan especially when it comes to supporting the Jacksonville Jaguars and Florida Gators.

Dan and his wife, Lauren, also take part in fundraising for the MS Society, a charitable organization aimed at raising money for multiple sclerosis research (a disease that attacks the nervous system). If Dan’s not working, you’ll find him with Lauren, and their two boys: Carter and Jack, or playing golf somewhere around Central Florida.

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