Dan Hoffe, CFP®

Dan Hoffe, CFP®

Executive Vice President

Phone: 941.256.9300
Fax: 941.256.9301
E-mail:
 

Dan Hoffe, CFP®
Executive Vice President

  • 16 years+ Financial Services Experience
  • Certified Financial Planner (CFP®)
  • J. D., Boston College Law School
  • M.B.A., University of South Florida
  • B. A., Brown University

Dan brings to Capstan over 16 years of knowledge in the financial services industry. He has extensive legal and wealth management experience, advising individuals and families with all aspects of investments, risk management, hedging and diversification strategies and structured credit. His hands-on understanding of the legal field has helped him work with clients while they explore wealth transfer and protection strategies through trust and estate planning as well as charitable planning.

Dan most recently worked with J.P. Morgan’s Private Bank before joining Capstan. Prior to that, he had spent time helping clients at some of the most respected companies in the wealth management industry such as Morgan Stanley, Bank of America and BB&T. While Dan enjoyed his time with these organizations, it is his move to Capstan that enables him to partner with his long-time friend and associate, Chris Jones, while they advise clients in an independent and comprehensive fashion.

Mr. Hoffe received his Bachelor’s degree from Brown University, his Juris Doctorate from Boston College Law School, and his MBA from the University of South Florida, where he was selected as the outstanding graduate for the Sarasota/Manatee Campus. He is a past president of both the Brown Club and the Ivy League Club of Sarasota/Manatee. Additionally, he has served on the boards of The Sarasota Reading Festival and the Ringling College Library Association, helping bring a diverse line up of fascinating speakers to Sarasota each year through its Town Hall Lecture Series.

Mr. Hoffe is a Certified Financial Planner™ (CFP®) professional and holds the Series 7 and Series 65 registrations. He has lived and worked abroad and speaks German, French, and Japanese. Currently, Dan lives in Bradenton with his wife.

 

*Wells Fargo Advisors Financial Network is not a legal or tax advisor.