Managing Principal, Financial Advisor
L. Daniel Akers, Jr. is a financial planning and investment management professional with over thirty years of industry experience. He is a graduate of the University of Virginia and holds an M.B.A. from Wake Forest University. Dan is also a Certified Public Accountant and Certified Financial Planner.
He spent eight years at the trust division of Wachovia Bank of North Carolina’s Trust Division, the last two as the manager of the firm’s trust marketing effort for the Winston-Salem market.
In 1994, he was recruited by Merrill Lynch to establish their trust and investment management business in North Carolina. As a result of his successful efforts, Merrill Lynch Trust Company of North Carolina was formed in 1996 and grew to over 300 million dollars in assets under management by 1998.
“Our client relationships are anchored in experience, integrity and knowledge.”
ln 1997, he joined the Hendersonville, North Carolina, office of Merrill Lynch as a financial consultant where he led a team that managed over $200 million in client assets. Dan serves on the Professional Advisory Committee of the Community Foundation of Henderson County and is Chairman of the Blue Ridge Community Health Services Foundation, Inc.
Within Altavista, Dan manages high net worth individuals and institutional relationships. As Altavista’s President, Dan provides administration, budgeting and corporate governance for the entire firm.
Dan and his wife Jennifer have three sons. Outside the office, Dan spends time shuttling his youngest son to golf tournaments, playing an occasional round of golf himself and volunteering with various Henderson County Non-profit organizations.