Daniel Ramirez Tirado

Relationship Manager

As a Relationship Manager for United Capital Financial Advisors, Daniel focuses on client satisfaction with specific attention in client interaction, client development, operations, and account maintenance. He works closely with the Wealth Advisors to create and deliver personalized financial plans and is responsible for managing and monitoring client relationships.

Daniel kickstarted his career in Financial Services at Edward Jones, later transitioning to J.P. Morgan International Private Bank.

Daniel earned a Master of Science in Personal Financial Planning from Texas Tech University. He also holds a bachelor’s degree from Southwestern Adventist University where he completed a double major in Finance and Political Science.

Daniel finds joy in playing basketball, spending quality time with friends and family, and exploring new destinations with his wife and their four-legged companion, Mocha.

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Get your financial questions answered

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