Dan Thornsberry

Dan Thornsberry has more than 17 years of experience addressing the financial needs of high net-worth individuals, senior-level executives, corporations, non-profit institutions and successful business owners. He is committed to providing unsurpassed client service and offering guidance and recommendations that are in his clients' best interests. He believes deeply in becoming their essential partner and building a long-term relationship based on trust, integrity and quality of advice. For each client, Dan's goal is to understand their needs, goals and what they're passionate about. By becoming their essential partner, Dan guides his clients towards not only their financial, but, life goals. Dan offers independent, individualized advice and guidance and also specialized services including: 

  • Asset Management
  • Retirement Planning and Cash Flow Analysis
  • Wealth Accumulation
  • Wealth Distribution and Gifting Strategies
  • Tax Management Strategies
  • Philanthropic Planning Services

Dan believes in a disciplined wealth management approach in helping his clients pursue their goals. The foundation of Dan's approach is:

  • A clear understanding of his client's situation and his/her objectives
  • A planning-based approach which will help his client manage his/her financial goals
  • An investment strategy based on proper asset allocation and broad diversification with risk management controls
  • An ongoing review and monitoring of financial strategy and portfolio; measuring progress against benchmarks

Prior to joining LPL Financial in 2013, Dan was a financial advisor and portfolio manager at Merrill Lynch. Prior to that Dan worked as a representative for a global insurance company.

Dan and his wife, Kathy, reside in Largo, FL.

If you are interested in learning more about the wealth management process or would like to schedule a private consultation to discuss your situation, please contact Dan at Dan.Thornsberry@lpl.com or (614) 530-5185. Dan welcomes the opportunity to speak and/or meet with qualified individuals, families or institutions.