Sincerus Advisory

Daniel Ryan is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Sincerus Advisory since 2019 and previously spent ten years at RCL Advisors, LLC. Sincerus Advisory provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations, pension plans, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis alongside passive investment strategies and typically manages accounts on a discretionary basis.

David Wilson is a CFP® and CFA® charterholder with 23 years of experience in the financial industry. He has worked at Sincerus Advisory since 2020 and previously spent 11 years at Watts Capital Partners LLC. Sincerus Advisory is an SEC-registered firm that provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations and pension plans. The firm combines fundamental, technical, and charting analysis with passive investment strategies and manages approximately $180 million in assets across a multi-office presence.

Valerie Williams is a CFP® professional with 24 years of industry experience, currently serving at Sincerus Advisory since 2022. Her prior roles include positions at Capital Investment Group, Inc., MWA Financial Services Inc, and Suntrust Capital Markets, Inc. She has also been an independent agent for Mutual Trust Life Insurance Co. since 2019. Sincerus Advisory provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations, pension plans, and charitable organizations. The firm employs a blend of fundamental, technical, and passive investment strategies and manages approximately $180 million in assets.