Rick Daniels

Investment Portfolio Associate


Rick Daniels has been in the financial services industry for 15 years and transitioned to Alex. Brown in August 2020. In addition to being a financial advisor, he handles many of the client-facing and operational tasks that are necessary to provide quality customer service to our account holders. Rick is responsible for market research, client reviews, trading and the many ad hoc requests we receive from our clients. He is a student of the markets and can always be found researching different products and investment ideas.

Rick is a graduate of the University of Scranton, where he studied finance. His interests include travel, physical fitness, Philadelphia sports and the beach. He resides in Center City, Philadelphia.