Private Wealth Management

Dan Belz

Vice President

Direct: (501) 609-4104

Philosophy & Approach

Dan seeks to develop and maintain a customized investment strategy that can adapt to meet a client’s changing needs and in the face of evolving market conditions. In talking about his more than 35 years of wealth management experience, Dan says, “How successful a client is in achieving their financial goals, of course depends on the investment strategy, but it is the people that a client trusts to implement that plan and be with them over the long term that can truly make a difference.”

Tricia Rosson has been Dan’s sales assistant since 2007. She has been registered for 10 years and has worked in this industry for 13 years. She is available to help clients with questions on a daily basis.

Experience & Education

Prior to joining Stephens in 1999, Dan worked at Edward Jones and Merrill Lynch, Pierce, Fenner & Smith, Inc.

Dan received a Bachelor of Science in Mass Communication with a minor in Marketing from Southern Illinois University in 1978. He is a 2011 graduate of Stephens University at Wake Forest University in North Carolina. 

Personal

Dan and his wife, Mary, live in Benton, and they have four adult children. An avid Razorback and St. Louis Cardinal fan, Dan also enjoys spending time with his family and grilling out in the backyard.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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