Dan Gibson, CFA®, CIMA®

Dan Gibson is a Private Advisor, Vice President at Rockefeller Capital Management. Prior to joining Rockefeller, Dan was a Private Wealth Advisor at Merrill Lynch. He provides clients with customized financial planning strategies no matter what stage of life they are in, and identifies investment opportunities.

Fulfilling a desire to serve his country, Dan is a Reserve member in the U.S. Navy and former SEAL officer. He recently passed exams to receive the prestigious CIMA designation. Dan is an Honors graduate from the University of Florida.

When he’s not in the office, Dan is active in his church and passionate about serving veterans. He and his wife, Jessica, live in University Park in Dallas with their four young children. In addition to participating in their children’s athletic activities, Dan enjoys backpacking, shooting, and skydiving.