Danny Holladay CFP® MBA in

Danny Holladay CFP® MBA

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Member firm at Valmark Financial Group
📍 Littleton, Colorado, United States

Danny is a Managing Partner and Director of Investments at I. D. Wealth with 24 years of experience in financial services. He specializes in complex financial planning for business owners, medical practices, and high-net-worth individuals, drawing upon his MBA from the University of Colorado Denver.

His academic background includes a degree in Industrial/Organizational Psychology from the University of Georgia, suggesting an interest in human behavior and organizational dynamics. He is currently focused on expanding his team in both the Denver and Colorado Springs markets.

Before his career in wealth management, Danny gained experience in the wholesale mortgage banking and real estate industries.

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Experience
29 Years
Current Role
Member firm
Job Level
Mid-senior
Location
Littleton, Colorado, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Danny cares about

Complex Financial Planning
His firm specializes in addressing the complex financial needs of business owners, medical practices, and high-net-worth families.
Business Development
Actively hiring for and promoting his firm's presence in both the Denver and Colorado Springs markets, indicating a focus on regional growth.
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Career

Work history

6-2020
Member firm
Valmark Financial Group
1-2017
Managing Partner, Director of Investments
ID Wealth
10-2007 - 1-2017
Financial Planner, Investment Specialist
Centennial State Financial - MassMutual Financial Group
9-2003 - 8-2007
Area Manager
GreenPoint Financial / Capital One Financial
2-2002 - 9-2003
Account Executive
GreenPoint Financial / North Fork Bank
In the press

Media appearances

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Education
Bachelor of Arts - BA
University of Georgia - Franklin College of Arts and Sciences
2000 - 2003
MBA
University of Colorado Denver
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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