Billy Daniels CRPC®

Sr. Private Wealth Advisor
Expertise

Credentials & Awards

  • Chartered Retirement Planning Counselor
  • Series 7 (General Securities Representative)
  • Series 63 (Uniform Securities Agent State Law Exam)
  • Series 66 (Uniform Combined State Law Exam)

About

A native of Mobile, AL, Billy moved to Atlanta shortly after graduating from The University of Alabama in 2013. Billy joined the oXYGen Financial team as a Vice President in 2019 with 4 years of previous experience in the financial services industry. In his spare time, Billy is an avid golfer, watches as many Braves games as he can, and pulls for his Crimson Tide on Saturdays in the Fall. Billy currently lives in Peachtree Corners, GA with his wife Molly, daughters Margot and Charlotte, and their dog Beau.

 

Are you an early bird or a night owl?

Night owl

What would the title of your autobiography be?

Walking in the Footsteps of Greatness

If you could only listen to one song for the rest of your life, what would it be?

Sweet Home Alabama

If you could have the power of teleportation right now, where would you go?

Positano, Italy

What is the last TV show you binge-watched?

The Pacific

Motto or personal mantra?

Tee it high and let it fly!

What inspires or motivates you to do your job, as it relates to the customer experience?

Helping people see through the noise so they can have clarity around their finances knowing they’ll leave a lasting legacy.

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