Daniel Afan-Williams

What is your average day like:‍

I usually get up at 05:30, do some exercise, then jump in my ice bath. After that, I get on to my emails and prepare my agenda for the day. If I'm working from home, I'll break the day up by walking or running with my dog. If I'm in the office, I'll try to get out in the evening to walk her.From 09:00 to 18:00, I will be in client meetings, typically reviews and referrals intertwined with project work and running the business. I tend to eat lunch as I work or over a one-to-one with my team.My day finishes around 20:00/20:30, when I'll eat dinner with my wife, try to wind down, and prepare for a well-earned sleep.4o game on.

What do you like most about your job?

‍I love complex tasks and the collective team approach to resolving them. I'm a people person and enjoy spending time with my clients and colleagues.

How long have you worked in Financial Services

15 years

Meet Daniel

What Daniel's Client Have to Say

Peter

I was facing an increasingly complex tax situation due my investments. Daniel created strategies for my employee equity taking into account my goals and tax considerations. I think of him as a partner

Akshay

Daniel has been a trusted advisor to me and my family. He's responsive, understanding and extremely professional. Our assets have performed well! I'd highly recommend him.

Michael

I've worked with Daniel for over two years. He's a patient listener and impressed me with his knowledge, his thoroughness and his infaillible follows ups.

Richard & Tracy

Dan's been our adviser for about 5 years & he's a pleasure to work with. Dan took a ken interest and genuinely cares. He wants to do a great job for you. We're very happy to recommend him to others

Medhi

The confidence, professionalism and skill set of Daniel gave me confidence. I'm happy knowing Dan is there to support my children as they become more active investors.

Daniel is one of the most experienced advisers on the Trusted Advisor network. Daniel has spent the last fifteen years in financial services. In that time Daniel has worked at Bloomberg, Goldman Sachs and held the Chief Advisory Officer position at a large advisory firm before launching his own company Atlas Wealth.

Founder - Atlas Wealth (2024)Chief Advisory Officer - Apollo Private Wealth (2018-2024)Private Wealth Manager - Goldman Sachs (2012 -2018)Financial Products - Bloomberg (2012)

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.