Dan Drummond is a Wealth Advisor who earned his Bachelor of Business degree from Texas A&M University. He is a licensed general securities representative, licensed Investment Advisory Representative, and a life and health insurance agent. Dan began his career in the financial services industry with a position on the equity and option trading desk at Southwest Securities in 2002. He spent the bulk of his career thereafter as a partner in a wealth management team with Morgan Stanley.
Dan fills his leisure time cheering for his kids in youth sports alongside his wife, mountain biking out on the trails, and perfecting his Texas BBQ culinary skills.
“Applying a holistic approach to each client’s financial situation is the very essence of what we do. It would be short sighted to build a plan around average life expectancies without knowing the client’s mother was still living at age 102. The more I learn about a client’s individual situation, the better qualified we are to tailor a truly personalized solution.”
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14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
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About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org