Daniel Mong, CFP®
Senior Financial Associate
Hometown
Bel Air, MD
Alma Mater
Towson University
Interests
- Spending time with family
- Sports
- Technology
- Philanthropy
Favorite Greenspring Core Value
Master Your Craft
NextExperience & Expertise
Dan is a Senior Financial Associate in the firm’s Private Client Group. He works closely with other members of the Private Client Group to provide comprehensive financial planning and wealth management services for individuals and families.
Education, Awards and Recognition
- B.S. from Towson University
- CERTIFIED FINANCIAL PLANNER™
Favorite Thing About Working With Clients
“Educating clients and helping individuals make well-informed decisions on their financial future.”
My Philosophy on Client Service
“Providing great service that is backed with a thought out approach to each client’s unique situation.”
What I love About Greenspring
“The culture, people, and firm philosophy of improving lives by helping people make better decisions for themselves and those who depend on them.”
