dan.auble@symphony-financial.com

Dan has a strong background in relationship management and goal-based financial planning. He earned his degree in Finance and Economics, with a minor in Marketing, from Capital University. Dan began his career in banking and wealth management, where he quickly built a reputation for helping clients align their financial strategies with their long-term goals. He holds his SIE and Series 7 through LPL Financial and his Series 66 through Symphony Financial Services, Inc.

Prior to joining Symphony, Dan served as a private client advisor, where he worked closely with both new and existing clients to develop comprehensive financial plans, manage investments, and provide ongoing portfolio guidance. He has experience supporting multiple branches, growing client relationships, and identifying new opportunities through proactive planning and service. His disciplined approach and commitment to client success have contributed to significant asset growth and recognition for performance.

Outside of the office, Dan is highly active and community-oriented. A former collegiate basketball player, he continues to play in competitive leagues and stays involved in coaching and player development. He enjoys golf, running, and strength training, with a goal of completing his first marathon. Dan values time with his large, close-knit family and enjoys traveling for gatherings, hosting competitive game nights, and exploring new restaurants throughout the Cleveland area.