DAILY MONEY MATTERS CONSULTING
About your consultant
I'm Will Danner and I am the Founder of Daily Money Matters Consulting with over 10 years of experience in general investment financial services and client relations.
While an NASD/FINRA & SEC registered representative, I worked with different investment securities firms, starting with Datek Online. Beyond Datek, I held positions with MetLife Securities, E-Trade, SunTrust Investments and LPL Financial. While none of these positions involved sales, I worked closely with advisors from MetLife and LPL Financial who offered financial investments to their clients.
Many advisors were under pressure to 'close' a certain percentage of sales calls. These advisors were quite antsy about the commissions paid to them. That’s understandable, as their income was derived from those sales.
I didn't want to be under that kind of pressure, so I sought back office or compliance roles.
I felt there were other options to assist people in protecting their income that didn’t involve selling investment products.
After years of experience maintaining my own personal finances and that of some family members, I learned that when one is preparing for the future, one must organize in the present.
That is why I decided to become a daily money manager.
Many of us are making a good income, but may not know how to organize their financial lives to properly maintain expenses. Not knowing when bills are due can cause us to incur late fees, collection costs and damage to their credit.
This is why I offer Daily Money Matters Consulting services. My goal is to assist clients in streamlining their financial lives by offering bill paying, fraud detection, late fee avoidance and money counseling services.
Securities registrations were held with:
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Datek Online (now TD Ameritrade)
Series 7 - General Securities Representative
2. Metlife Securities
Series 63 – Uniform Securities Agent
Series 24 – General Securities Principal
Series 65 – Uniform Investment Adviser
3. LPL Financial
Series 53 – Municipal Securities Principal
Apprentice Trader with Datek Online, Edison, NJ, beginning Jan. 2000
Senior Support Specialist with Metlife Securities in Edison, NJ beginning Oct. 2001
Senior Marketing Analyst position with LPL Financial in San Diego, CA, beginning Dec. 2005
A.A.S. in Business Management & Administration at Berkeley College, New York City, NY in 1996.
Originally from New Jersey, I relocated to the Atlanta area in August 2003 and began working with SunTrust Banks’ Investment Securities Division. After a brief time with E-Trade, I returned to SunTrust until I accepted an offer with LPL Financial and relocated to San Diego in December 2005.
Three years later, I was offered a transfer with LPL and became a Charlotte resident in May 2008…less than two weeks before the Great Recession began!! After surviving two rounds of layoffs at LPL Financial, I took advantage of a third layoff in 2013 to launch an auto repair business, which soon turned into a successful mobile one.
During my time as a mobile auto technician, I served clients who I became close to. Earning their trust repairing their vehicles, helped me learn a little about their overall financial picture. I began to wonder.
How can my financial services experience help them improve their financial situation?
The seeds of reinvention were planted…
Fast forward to 2022. During my years in the investment field, I learned that many registered financial professionals were taught to meet and court clients to convince them that purchasing certain investments could help them grow the money they have. Selling financial instruments to clients didn't seem like a good fit for me but I do enjoy working with those wanting to organize their financial affairs.
