Dan Betts is a Financial Advisor and Certified Financial Planner (TM) Professional with Morgan Stanley Smith Barney.. He specializes in socially responsible "screened" investments. Prior to this career, he served as a senior pastor for 18 years, giving him a unique perspective on investing and faith.
He is available to speak in a variety of capacities - sermons, adult forum sessions, seminars and booths at conventions as well as others.
Titles of programs/sermons and a brief statement of content on each:
- Put Your Money Where Your Mouth Is: Socially Responsible Investing that Makes Sense and Cents - How to screen your church's or individual investments to reflect the core values and tenets of Unitarian Universalists.
- Leaving a Legacy - The value of giving to your church: an investment that "keeps on giving."
Availability: Anytime of the year, within 60 miles of Youngstown, OH.
Fee arrangements: No fee for service, but mileage appreciated, not required.
Contact: Email Dan Betts at daniel.e.betts at smithbarney.com
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