Muhammad Dahnoun

Wealth Advisor

Email muhammad.dahnoun@crescentpw.com

Phone (984) 250-6640

Biography

For me, finance has never been just about numbers — it’s about stewardship. I opened my first brokerage account on my 18th birthday, driven by curiosity and a deep belief that money can be a tool for purpose, empowerment, and legacy. That conviction still guides me today.

As a Wealth Advisor at Crescent Private Wealth, I help individuals and families align their wealth with their faith and values — building portfolios that pursue both worldly success and spiritual peace of mind. I believe financial planning should bring clarity, not confusion, and that every client deserves guidance rooted in trust, transparency, and care.

I earned my Finance degree from NC State University, where I graduated with distinction and served on the board of the Muslim Student Association. After college, I gained experience in operations accounting and corporate finance at John Deere, which gave me a well-rounded understanding of both personal and institutional finance.

Today, I specialize in portfolio construction and investment analysis, combining technical expertise with a client-first mindset. I hold a FINRA Series 65 license and am SEC-registered. Whether I’m helping clients navigate market uncertainty or build a faith-aligned investment strategy, my goal is simple: to help you turn your wealth into a force for good — for your family and your community.

Outside of work, I’m an avid traveler who loves backpacking abroad, a loyal Carolina Panthers fan, and someone who’s always up for a good political discussion. I’m proud of my Palestinian and Syrian heritage and stay active in youth mentorship and community programs, striving to live the same values of service and stewardship that guide my work every day.

Education

BASc, Finance

Licenses & certifications

Series 65

FINRA

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  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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