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A Holistic Coaching & Investment Firm

Daniel Williams

Client Services Manager,
Life Insurance & Living Benefits Advisor


Daniel has a passion for people and finance and has had his hand in various aspects of finance for over 10 years. He studied music business at Drexel University and joined Legacy Builder Group in 2020 to provide administrative support and client services. His creative spirit provides great insight in the areas of business strategy development and marketing.

Daniel loves connecting with new people and spends much of his time doing so through his love for music and personal development.


A Holistic Coaching & Investment Firm

We believe that each individual has unique value that contributed to the betterment of society. This includes each of us at Legacy Builder Group. Our advisors went through an extensive process to identify their unique value (superpower) and learn how to best serve you: 

"My Unique Value is being open to the complexities of self in order to guide others to a fuller understanding of the world around them"

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