About Us
I'm Daniel H. Motyl and have been serving the Sarasota area for more than 20 years. As a CPA and Financial Advisor, I offer a comprehensive perspective on both tax and financial planning for today and tomorrow. Whether you are investing to build wealth, protect your family or preserve your assets, my personalized service focuses on your needs, wants and long-term goals.
Insurance licensed in Florida, Georgia & Pennsylvania
FINRA licenses: Series 7, Series 24, Series 63 & Series 65
States licensed in:
- Arkansas
- Florida
- Georgia
- Pennsylvania
- Texas
Securities offered through Registered Representatives of Cambridge Investment Research, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge's form CRS is at: https://www.joincambridge.com/investors/cambridge-disclosures/form-crs/