DAG Wealth

Brian Cobb

Investment Advisor

Brian Cobb is an Investment Advisor with DAG Wealth. A graduate of Eckerd College, he holds the Series 66 and brings a research-driven background in capital markets. He previously worked as a business specialist at Franklin Templeton, an ETF and closed-end fund research analyst at Raymond James, and an investment and portfolio counselor at Fisher Investments, where he managed a book of 200 clients and built financial plans. That research background gave him a well-rounded understanding of asset classes from convertible bonds to options strategies, complemented by financial-planning, client-counseling, and sales skills. A crypto investor since 2017, he has followed the digital asset space closely for nine years and focuses on explaining complex technology in clear terms. Competitive and team-oriented from years of sports through the collegiate level, he treats every client like a teammate. Outside of work he enjoys time with his wife and daughter, golf, basketball, and reading about ancient history and cutting-edge technology. He lives in Tampa, Florida.

Compliance

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services; tax matters are handled through referrals to qualified tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are offered through Digital Wealth Partners LLC (CRD No. 328627), an SEC Registered Investment Advisor. Digital Wealth Partners LLC is doing business as Digital Ascension Group – Wealth (“DAG Wealth”). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration does not imply a particular level of skill or training.

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