DANIEL PENNANT

LPL FINANCIAL ADVISOR

          

Daniel Pennant is an LPL Financial Advisor with Pence Financial Group located in Virginia Beach Town Center. Daniel serves Tidewater, the Peninsula and their surrounding cities.

In November 2018, Daniel transitioned to the financial advisory profession after 10+ successful years in relationship management, business development and leadership in corporate America. In December 2021, recognized for his exceptional client service, business development, and rapidly growing knowledge base, Daniel transitioned from Merrill Lynch, Pierce, Fenner & Smith, where he served as an Assistant Vice President, and catered to the varied and complex financial needs of hundreds of clients from every social, economic and cultural background. Now, Daniel leads expansion in Southern Virginia with Pence Financial Group.

Daniel applies a deliberate process to explore and understand each client’s unique financial objectives in the context of their family, career, social life, and values. Daniel understands financial decisions, especially in unfamiliar situations or critical moments, can be stressful and difficult to manage. In lieu of financial jargon, Daniel educates clients throughout the planning process with simple, actionable guidance relating to investments, insurance, estates and trusts, philanthropy and cash management in a tax-aware environment. Ultimately, Daniel empowers his clients to own and create the future they want for themselves, the world around them, and the people who matter most to them.

Daniel is an unapologetic follower of Jesus Christ and His teachings: do the right thing, love kindness, and walk humbly with God. He is engaged to the love of his life, Brenda, and wants all the children. Daniel enjoys cinema, fitness, and the outdoors.

The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances. Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.

DRYDEN PENCE

Chief Investment Officer

JOHN SWIFT

LPL Financial Advisor

DARREL MARKLEY

LPL Financial Advisor

WILLARD ROBERTSON

LPL Financial Advisor

CHERYL MARKLEY

Client Service Manager

LARISSA LEA

Client Service Assistant

BRITTANY WRIGHT

Client Service Specialist

JACKIE SAVANH-ARSLAN

LPL Administrative Solutions Consultant