Daniel Eaton

Daniel Eaton

Vice President, Wealth Advisor

deaton@sovereigngrp.com
713-527-3400

To me, trust and effective communication are the building blocks for a successful client-advisor relationship. As your wealth advisor and “financial partner,” my goal is to build and earn your trust through listening, understanding, relating and creating real strategies that address your financial concerns.

Daniel's Full Bio

Helpful Links

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Calculators

Calculators

Stay on budget and make more informed decisions with our handy financial calculators.

Calculators

Market Research

Market Research

Keep up-to-date on the latest trends, forecasts, and insights from LPL Research .

Market Research

Tax Resources

Tax Resources

Find forms, explanations, and other tools to help you manage your taxes.

Tax Resources

Investment Management

To build the portfolio best suited to your needs, we strive to learn as much about you and your goals and your risk tolerance.

Investment Management

Financial Planning

When it comes to the big picture of financial wellness, Sovereign Wealth takes a holistic approach to helping you create a financial plan..

Financial Planning

Corporate Services

Our team has the knowledge and expertise to help create a benefits package or succession plan for your business.

Corporate Services

How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

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The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Separating the Signal From the Noise

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

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Let's talk about how we can help you reach your financial goals.

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