Daniel Wilkes

Daniel Wilkes is a Wealth Advisor. His family has been members for as long as he can remember, and working for Wealth Management by CommunityAmerica reinforces the value the organization provides to the Kansas City community. Daniel strives to make members feel more confident, farseeing, capable, and prudent in their investing and retirement decisions.

Daniel understands big financial decisions can lead to a range of emotions – including fear and anxiety. A well-thought-out financial plan is the antidote and path to peace of mind. He will meet you wherever you are in your financial journey and guide you through the long haul, whether that is for your retirement or multi-generational wealth transfer. No matter your end-goal, he can provide you and your family the trusted financial advice you’re looking for.

Kansas City born and raised, Daniel earned his MBA from the UMKC Henry W. Bloch School of Management with an emphasis in finance. He enjoys playing sports (poorly but with enthusiasm) and traveling. He and his wife Shelby make their home in Raytown with two cats. They enjoy giving back to the community through many local organizations including CommunityLinc, The Fox 4 Love Fund for Children, and Cornerstones of Care.

Check out his Financial Advisor bio.