Daniel Broadbear, Associate at Bernstein Private Wealth Management

Daniel Broadbear

Associate at Bernstein Private Wealth Management | Nashville, Tennessee, United States

Profile last verified July 2026
Financial Services Verified Profile Nashville, Tennessee, United States Illinois State University
Verified

Personal Email

***@gmail.com

Personal • High Confidence

Phone Number

(901) ***-*107

United States • Phone

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Daniel Broadbear works as an Associate at Bernstein Private Wealth Management, where he supports clients navigating complex financial planning needs across the financial services sector. He holds his degree from Illinois State University and aligns his daily responsibilities with the firm’s mandate to deliver innovative research and sophisticated investment solutions. Based in Nashville, Tennessee, Broadbear operates as a financial advisor who helps individuals achieve long-term wealth objectives through structured consulting.

BEST APPROACH TO REACH Daniel Broadbear

Leverage the high-confidence personal contact data available for this prospect by sending a concise introductory message through his primary personal email, focusing specifically on how your solution aligns with Bernstein Private Wealth Management’s research-driven client advisory model.

Daniel Broadbear Socials
Daniel Broadbear Work Experience

Associate at Bernstein Private Wealth Management in April 2024 - Present

Senior Private Wealth Client Specialist at Bernstein Private Wealth Management in January 2024 - April 2024

Private Wealth Client Specialist at Bernstein Private Wealth Management in July 2022 - January 2024

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Active Member at Delta Sigma Pi in March 2021 - July 2022

Treasurer, Executive Board Member, Social Chair & Founding Father at Lambda Chi Alpha Fraternity, Inc. in March 2019 - July 2022

Career Ambassador at Illinois State University in January 2019 - July 2022

General Insurance Intern at AIG in June 2021 - August 2021

Ground Crew at Bloomington-Normal Baseball Association in May 2018 - August 2020

Concession Cashier at Normal Illinois Corn Belters in April 2019 - August 2019

Daniel Broadbear Education

Illinois State University, Bachelor of Science, August 2026

University of Brighton, August 2026

Central Catholic High School, Bloomington IL, August 2026

Daniel Broadbear Skills
Public Speaking Customer Service Teamwork Receptionist Duties Teaching
About Daniel Broadbear’s Current Company
Bernstein Private Wealth Management

We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide our clients and communities to achieve a more meaningful future. AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.

Discover more about Bernstein Private Wealth Management
Daniel Broadbear’s Colleagues
Teddy Goetz

Teddy Goetz

Los Angeles, California, United States

Wealth Advisor | Business Owners/Entrepreneurs | M&A Advisory | Foundations & Institutions | Athletes & Entertainers

Vice President, Wealth Advisor at Bernstein Private Wealth Management
(January 2020 – Present)

J Malot

J Malot

San Francisco, California, United States

Principal at Bernstein Private Wealth Management

Principal at Bernstein Private Wealth Management
(January 2022 – Present)

Prajjwal Ranka

Prajjwal Ranka

Pune, Maharashtra, India

Private Wealth Operations Associate at Bernstein

Operations Associate Private Wealth at Bernstein Private Wealth Management
(August 2024 – Present)

Darcy Wilson

Darcy Wilson

New York City Metropolitan Area

National Director, Talent Strategic Initiatives at Bernstein Private Wealth Management

National Director, Talent Strategic Initiatives at Bernstein Private Wealth Management
(April 2023 – Present)

Jordan Bresalier

Jordan Bresalier

Boca Raton, Florida, United States

Vice President | Client Advisor at Bernstein Private Wealth Management

Vice President, Client Advisor at Bernstein Private Wealth Management
(February 2023 – Present)

Ej Fortenberry

Ej Fortenberry

Los Angeles, California, United States

Wealth Advisor | AllianceBernstein | Diverse Markets Strategy | Athletes | Entertainment | Entrepreneurship | ESG | Endowments and Foundations

Wealth Advisor at Bernstein Private Wealth Management
(October 2020 – Present)

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Frequently asked questions about Daniel Broadbear

What is Daniel Broadbear email address?

Email Daniel Broadbear at [email protected] and [email protected]. This email is the most updated Daniel Broadbear's email found in 2026.

How to contact Daniel Broadbear?

To contact Daniel Broadbear send an email to [email protected] or [email protected]. (updated on July 2026)

What company does Daniel Broadbear work for?

Daniel Broadbear works for Bernstein Private Wealth Management.

What is Daniel Broadbear's role at Bernstein Private Wealth Management?

Daniel Broadbear is Associate

What industry does Daniel Broadbear work in?

Daniel Broadbear works in the Financial Services industry.

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