Daniel Youngblood, CFP ®

Daniel provides comprehensive financial planning, investment and insurance advice, and tax planning for executives, professionals, retirees, and business owners. In concert with his private practice, he applies his deep technical background to collaborate with Cotton Wealth Management Associates for complex case management and strategy design. With more than 20 years of financial consulting, analysis, and planning experience, he has gained a comprehensive financial perspective by helping both individuals and organizations work through complex financial decisions in these areas.

In 2012, Daniel co-founded and continues to run Youngblood Wealth Management along with his role at Cotton Wealth Management Associates. Prior to affiliating with LPL Financial , Daniel served as a Regional Account Manager for Clark Consulting, LLC, a leading national consulting firm prior to being acquired by a global corporation. Here he was a versatile and energetic member in a team effort designing and managing executive retirement packages and life insurance agreements for top executives of small to mid-sized banking institutions. Prior to Clark, he was a registered representative at Capital One Investments, where he excelled in engaging and educating investment clients as well as supporting broker/dealer operations activities.

Daniel holds a Bachelor of Science in Finance from the College of Business at University in New Orleans. He also completed a comprehensive curriculum of study at the College for Financial Planning, a premier school for advanced study, graduate education, and professional development of Financial Planners.

Daniel holds the CERTIFIED FINANCIAL PLANNERTM designation with the CFP Board of Ethics and Standards, the internationally recognized organization and standard of excellence for financial planning professionals. He holds the Series 7 registration with LPL Financial and the 66 (63&65) securities registration with both LPL Financial and Private Advisor Group, and a General Lines Insurance (Life, Accident, Health, and HMO) license.

Outside of his career, Daniel has offered his time and effort for a variety of causes and community based projects, and continues this effort where he feels he can have the strongest impact. He and his wife Kay live in Dallas with their two sons, Liam and Drew, and their two dogs, Beaux and Luke.