Sr. Mortgage Loan Officer
1300 Baxter Street
Charlotte, NC 28204
By exceeding your expectations of communication during the loan process and constantly evaluating your goals to ensure all financial needs are being met.
About Dan Poole
Dan is a 25 year seasoned veteran in the mortgage industry. He is a native of Rockville, Maryland and a huge Terp fan. He relocated to Charlotte North Carolina in 1992.
Dan has held various positions throughout his career from loan origination on new loans through servicing and payoff. His passion is an individualistic “custom” approach for his clients to achieve their financial goals. Dan understands that each family is unique, therefore he has the knowledge to design the best mortgage plan around the needs, wants and desires of his clients to ensure the most appropriate mortgage.
Outside of the office, Dan is very involved in the community through various volunteer positions. He has coached various youth sports organizations over the last 20 years. He keeps busy with a son and daughter in college.
Financial Advisory services offered through CertusInvestment Advisors, LLC (“CIA”).
Securities Brokerage, Insurance and Investment Banking services offered through CertusSecurities, Inc. (“CSI”), Member FINRA and SIPC. C-Direct is the marketing name for a discount brokerage platform offered by CSI. C-Direct customers are not provided nor given investment advice through CSI or CIA. Brokerage accounts for CSI and CIA clients are carried with National Financial Services LLC, a Fidelity Investments Co., member NYSE, SIPC or Charles Schwab & Co. Inc., member SIPC.
Fiduciary and custody services may be offered through CertusWealth Trust (“CWT”) or Advocacy Wealth Trust ("AWT"), divisions of CertusBank, N.A., or a third party entity. Custody services for CWT and AWT are provided under agreement with Reliance Trust Company. Brokerage services for CWT and AWT accounts are provided through ConvergEx Execution Services, LLC (member NYSE, FINRA, SIPC) or CSI.
CertusBank, CSI and CIA are subsidiaries of CertusHoldings, Inc. CertusWealth, CertusInvestment Advisors, CertusSecurities, CertusBank, CertusWealth Trust and the Certus logo are trademarks of CertusHoldings, Inc.