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.
Ready to start a conversation?
Call us at 847-418-2841 or:
50 Commerce Dr.
Grayslake, IL 60030
Dan Volk also serves clients by appointment at the following locations: