Dan Jones knows how to overcome adversity and solve problems. In May 1999, doctors told Dan's wife Caren that he was not going to live following an automobile accident. Ten months and two operations later, he was back at work – but in a wheelchair. Dan made a vow to return to his career to make a difference for others and has committed his practice to solving problems for people by finding the right answers. Dan has advised his clients honestly and capably with more than 25 years of financial and investment experience. Dan serves the diverse investment needs of individuals, corporations and nonprofit organizations.

Originally from Wilbraham, Massachusetts, Dan now lives in Bala Cynwyd, Pennsylvania, with his wife, Caren, and their three children, Rachael, Lindsay and Brandon. Dan also serves his community faithfully as:

• Branch Manager - Vice President, Investments
• Registered Investment Advisor Representative,
• Licensed Insurance Agent - Accident & Health, Life and Fixed Annuities, Variable Annuities,
• Board Of Trustees - The Magee Rehabilitation Hospital Foundation - Philadelphia, Pennsylvania,
• Vice Chairman of The President's Council and Founder's Club, Member of The Magee Rehabilitation Hospital - Philadelphia, Pennsylvania,
• Vice Chairman of the Finance Committee, co-treasurer of the Memorial and Endowment Fund, and former board member of the United Methodist Church of Bala Cynwyd, Pennsylvania.
• Founding Board Member of the Philadelphia Chapter of The Buoniconti Fund To Cure Paralysis at The Miami Project. The Miami Project is the world's largest, most comprehensive spinal cord injury research center based at the University of Miami School of Medicine.
• Financial Columnist for Paraplegia News Magazine.
• Financial Advisor to the Latvian Relief Fund of America, Inc., as well as many other nonprofit organizations.
• Former Board Member and Financial Advisor to The Union Fire Association of Lower Merion Township, Pennsylvania.
• Former Board Member - Wesley Foundation of Philadelphia, Pennsylvania.
• Former Judge of Elections voting district 9-2 for Montgomery County, Pennsylvania.
• Former Financial Advisor for Greg Smith's nationally syndicated "On a Roll Radio" program.
• BS Business Administration 1977, Ithaca College, Ithaca, New York
• Honored as 1 of 5 Financial Advisors at the Raymond James Summer Development Conference as a “Top Gun” for his leadership, work and involvement with nonprofit organizations in his community.
• Honored as 2006-2007 “Man of the Year” by Ability Plus at Mount Snow, Vermont for his community service.