PWM Planning Adds Daniel Bagot to Client Service Team in St. Louis

PWM Planning is pleased to announce the recent hiring of Daniel Bagot as Client Service Specialist in its St. Louis office. Dan is assuming responsibilities from Mark Sheridan who is leaving the firm to pursue other opportunities. We thank Mark for his dedication to our clients and wish him well in the next stage of his career.

Dan Bagot joins PWM as an accomplished business executive with a focus on driving innovation that delivers enhanced client experiences. Prior to joining our team, Dan held management roles at Stifel Financial, Scottrade, Martiz Motivation and Retail Technology Group where he built a track record of success leading teams that delivered important growth initiatives. Dan earned his post-graduate degree in finance from Webster University, an undergraduate degree from Lindenwood University, and holds a FINRA Series 7 license with LPL Financial.

“Dan’s level of knowledge and experience with previous firms has allowed him to develop a talent that will benefit our clients,” stated PWM Planning President and Managing Partner Joseph Altic. “We feel extremely fortunate to have him join our growing team.”

In his new role, Dan will manage day-to-day servicing and communications with PWM Planning’s St. Louis-area clients to ensure they receive the personalized financial planning and wealth management experience they’ve come to expect from the PWM since its founding in 1994.

Dan Bagot can be reached at dbagot@pwmplanning.com or 314-878-1804

Securities and advisory services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC