University of West Georgia – BBA, Business
University of Georgia – M.S. Consumer Economics/Financial Planning
CERTIFIED FINANCIAL PLANNER™
Series 7, 66
Life and Variable Products (GA, TN)
Member Financial Planning Association, Univ. of West Georgia Alumni Association
Joined Us In
I have worked in Financial Planning and wealth management for over 17 years. Most recently as a Financial Planner with Synovus Private Wealth. I’ve also worked with SunTrust Wealth and Investment Management and Wells Fargo Private Banking.
My favorite holiday is Christmas.
My favorite word is “fluctuate” (it’s just so cool to physically say! Say it with me….”Fluctuate”)
My grandfather was a Tuskegee Airman. Trained at the Tuskegee Army Flying School during WWII.
“Whether you think you can or you think you can’t, you’re right!” – Henry Ford
“Money is not peace of mind. Money is not happiness. Money is, at its essence… that measure of a man’s choices” – Marty Byrde
You’ll find this Georgia native to be naturally friendly and easy to talk with. His family and friends have always said “DL’s never met a stranger,” and his clients and JOYN colleagues would agree.
DL has always loved helping people solve their problems, and that led him into a career as a financial advisor where he could “pour out the best parts of me for the benefit of others.” He has worked in the financial industry for over 17 years. Prior to joining JOYN, he worked as a financial planner with Synovus Private Wealth and SunTrust Wealth Investment Management.
DL earned his BBA in Business from University of West Georgia and his M.S. in Consumer Economics and Financial Planning from the University of Georgia.
Family is a huge part of DL’s life. He’s the proud grandson of a WW II Tuskegee Airman, and now has his own family of three wonderful daughters and two incredible sons. Every month, this close family of up to 30 people (!) gets together for a “Soul Food Sunday” dinner and everyone pitches in a variety of mouthwatering dishes ranging from southern favorites to Low-Country Boils.
Music also plays an important role in his life. DL sings and “dabbles” in both trombone and piano. But his love of reading legal thrillers has led DL on a quest to own a copy of every Michael Connolly novel. But simply ordering the books only wouldn’t be as much fun, so his car automatically stops at every thrift store he passes so he can add to his collection buying used $1.25 copies, which he keeps on his bookshelf in sequential order.
Previously posted on WealthManagement.com
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JOYN is honored to announce that it has been selected to…
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Previously posted on Forbes.
Nearly 80% of Americans have…
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Previously posted on Born2Invest.
According to economists,…
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Financial Benefits of Behavioral Advising
Better Advice. Better Decisions. Better Life.
There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016)
Investment Advisory Services offered through JOYN Advisors, Inc. Registered Investment Advisors. Insurance offered through JOYN Atlanta, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. JOYN Advisors, Inc. and its affiliates are not affiliated with Securian Financial Services, Inc.
Certain individuals associated with JOYN Advisors, Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment advisor, member FINRASIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s Broker Check. For information about which individuals associated with JOYN Advisors, Inc. are registered, specifically approved by, and are authorized to offer which securities and investment advisory services on Securian’s behalf, please contact them at 1-800-820-4205.
JOYN Advisors, Inc. is independently owned and operated and offers its own suite of products and services entirely independent of Securian.