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Daniel Gilham — Managing Director of Advisor Strategy · Farther · Atlantic Beach, Florida, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
A seasoned financial services executive with a focus on serving financial advisors, business owners, and high net worth families. My career is dedicated to helping financial advisors and clients thrive financially by providing tailored solutions and a holistic approach to wealth management.
As a CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Exit Planning Advisor (CEPA), and completing my Doctorate of Finance, I bring a unique blend of academic rigor, practical expertise, and executive leadership to the financial services industry. My career has been dedicated to serving the complex needs of business owners and high-net-worth families, guiding them through a holistic approach to wealth management that extends far beyond traditional investment advice.
Outside of my professional work, I am deeply involved in my community. I proudly serve on the Advisory Board of GrowFL and previously held the position of President on the Board of Directors for The Economic Roundtable of Jacksonville. I was honored as a Jacksonville 40 Under 40 recipient. These roles allow me to contribute to the economic growth and prosperity of the region I call home.
Experience
Managing DirectorCurrent
Farther · Atlantic Beach, Florida, United States
Sep 2021 – Present
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Capital G, Bessemer Venture Partners, Lightspeed, Context Ventures, Cota Capital, Khosla, MassMutual Ventures, and Moneta, Farther caters to founders, business owners, and institutions who need a more holistic approach to managing their complex wealth.
Board Member - Head of StrategyCurrent
Trustease
Feb 2024 – Present
TrustEase delivers a modern, streamlined trust and administration platform which delivers control and performance to trustees and fiduciaries while increasing transparency for beneficiaries and stakeholders.
Education
Skills
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