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Muhammad Dahnoun

Wealth Advisor

Email muhammad.dahnoun@crescentpw.com

Phone (984) 250-6640

Schedule Time With Me

Biography

I’m a Wealth Advisor at Crescent Private Wealth, where I help individuals and families build thoughtful, personalized investment strategies. My journey into finance started early—I opened my first brokerage account the day I turned 18—and that passion has only grown stronger over the years.

I earned my Finance degree from NC State University, where I graduated with a strong academic record and served on the board of the Muslim Student Association. After college, I gained hands-on experience in operations accounting and corporate finance at John Deere, which gave me a well-rounded perspective on 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. If you get me talking about markets or investing, be prepared—I might not stop. My enthusiasm is matched only by my commitment to helping clients make confident, informed financial decisions.

Outside the office, I’m an avid traveler who loves backpacking abroad, a loyal Carolina Panthers fan, and someone who’s always up for a good political conversation. I’m proud of my Palestinian and Syrian heritage and stay active in youth mentorship and community programs.

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.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

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