Daniel Kaufman, CFP®, CRPC® in

Daniel Kaufman, CFP®, CRPC®

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Senior Vice President, Financial Advisor at Morgan Stanley
📍 Atlanta Metropolitan Area, United States

Daniel Kaufman is an Executive Director and Financial Advisor at Morgan Stanley in Atlanta. A founding partner of The SKK Group and an Emory University alumnus, he focuses on long-term financial planning, disciplined spending strategies, and generational wealth protection for high-net-worth individuals and their families.

He has been named to the Forbes "Americas Top Next-Generation Wealth Advisors" and "Best-in-State Next-Generation Wealth Advisors" lists.

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Experience
18 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
Atlanta Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Daniel cares about

Generational Wealth
His practice focuses on complex strategies to help wealthy families protect their financial legacy for children and grandchildren.
Retirement Strategies
As a certified Retirement Benefits Consultant, he specializes in helping clients navigate complex financial scenarios to sustain their lifestyle in retirement.
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Career

Work history

10-2020
Senior Vice President, Financial Advisor
Morgan Stanley
10-2020
Executive Director, Financial Advisor
Morgan Stanley
3-2008 - 10-2020
Wealth Management Advisor, Senior Vice President
Merrill Lynch Wealth Management
In the press

Media appearances

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Education
2003 - 2007
Bachelor's Degree
Emory University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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