Find an Expert

Find an Expert

Find an Expert

Find an Expert

Dan Volk is a Financial Advisor in Grayslake, Illinois. He has been providing investment advice to clients since 1999. Dan focuses on helping clients achieve their goals and building long-term, trusting relationships. Listening to and caring about each family's needs and concerns, Dan constructs an ever-changing portfolio mix based on time horizon, risk tolerance, and client objectives while keeping a close eye on market conditions.

Prior to joining the firm, Dan worked at Merrill Lynch as a Financial Advisor after working at J.P. Morgan for seven years as a Senior Relationship Advisor.

Dan earned a bachelor’s degree in Economics from Northern Illinois University. He holds FINRA Series 7, 52, 63, and 65 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses.


 

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