Our Team
Daniel Meyers, , CFP®
Director of Private Client

Daniel Meyers is Director of Private Client with CooksonPeirce Wealth Management.  He is responsible for managing private client relationships and providing comprehensive financial planning services to the firm’s clients, encompassing investment, retirement, tax, insurance and estate planning strategies.

Prior to joining the firm in 2013, Dan lived in Scottsdale, Arizona for seven years working as a Financial Advisor within the Premier Services division of BMO Harris Bank where he held several licenses, including the Series 7, 65, 66 and Life, Accident & Health Insurance.  Since 2005, Dan has primarily focused on the areas of holistic financial planning, private banking and business succession planning.  He also held the position of Relationship Manager for PNC’s Private Client Group.

Dan earned a Bachelor of Science degree from Duquesne University and is a Certified Financial Planner™ Practitioner*.

Dan is a member of the Financial Planning Association of Pittsburgh and the Pittsburgh Society of Investment Professionals.

Dan and his wife, Kelly, relocated back to Pittsburgh in 2013 to raise their children and be closer to family.   When not in the office, Dan enjoys Judo, mountain biking, sporting clays and fly fishing at his family’s cabin in rural PA.

* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.