407.599.9101 or 800.599.5077
Education
Minnesota State University—Mankato, MN
Bachelor of Science—Double-major in Business Administration and Finance
CRPC® (Chartered Retirement Planning CounselorSM), College for Financial Planning, Denver, CO
CFS®, Institute of Business and Finance, San Diego, CA
Industry Licenses
FINRA Series 7, 8, 63, and 65 Securities Registrations
Florida Insurance Licenses
Life/Health/Annuities
Dan Novotny is an investment advisor and managing principal of the Breed's Hill Wealth Management office in Winter Park, Florida. He has been in the financial services business since 1992, when he started his career at American Express Financial Advisors in Minneapolis, Minnesota. There, he obtained his registered representative brokerage license as well as his insurance licenses for life, health, and annuities.
During the 1990s, his career and experience included working for Dain Bosworth, Inc., where he worked as a trader on the fixed income trading desk, trading unit investment trusts, and tax-free municipal bonds. In 1997, Dan obtained his branch office managers license while working for Waterhouse securities, where he also had a subsequent transfer to their Orlando, Florida, office. While in Orlando, Dan further worked as a senior vice president and investment specialist for TD Ameritrade. In June 2009, Dan joined StockCross Financial Services, Inc., where he worked as a senior vice president of investments and also served as the branch manager. Here, he continued his work with clients to help them manage their investments and reach their financial goals.
His investing philosophy includes providing each client (and each account) with custom portfolio management services and strategies based on their unique set of circumstances. He strives to help them earn attractive tax-efficient returns while keeping portfolio risks manageable. Investments are made and routinely reviewed for appropriateness in achievement of stated long-term goals. He further believes in excellent relationships and service.
Dan's investment specialties include overall portfolio management, asset allocation decisions, retirement income planning, and growth and income investing, as well as fixed income investments.
Dan enjoys living in Orlando, Florida, along with his wife, Patty, and their two sons.