Learn About Me
J. Daniel Choplin, MBA
Financial Advisor
Email Address
DANIEL.CHOPLIN@WELLSFARGOADVISORS.COMPhone Number
(336) 721-4220Toll Free
(800) 759-6500Find Me On
Through a long term, relationship focused approach, I help individuals and families develop and implement financial strategies designed to support their goals and evolving needs. Through Wells Fargo affiliates we can also provide specialized services to Donor Advised Fund (DAF) programs and charitable institutions.
I am a Financial Advisor with Wells Fargo Advisors based in Winston Salem, North Carolina, with more than 25 years of experience in the financial services industry, previously specializing in the areas of Charitable & Philanthropic Trusts and § 1031 Like-Kind Exchanges, where I developed a strong foundation in fiduciary planning and wealth management. I hold a Master of Business Administration (MBA) and work with clients on investment management, retirement planning, and charitable giving strategies, with an emphasis on tax aware solutions.
Born and raised in Yadkin County and currently residing in Lewisville, North Carolina, I value long term relationships and a personalized planning process. By working collaboratively with clients and leveraging the resources of Wells Fargo Advisors, I strive to provide objective guidance and a high level of personal service.
Outside of the office, I enjoy spending time with my family and our pets, playing golf, and taking a drive around town in my Corvair convertible or International Scout.
Certificates
MBA
What We Do
Our Services
Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.