With the knowledge that comes from more than 15 years of experience in the financial services industry, Dan helps investors navigate countless available investment options with client-focused service and a personal commitment.
From financial planning to comprehensive portfolio management, Dan’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and to manage your risk.
At Raymond James, Dan has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also, he provides all the information he believes you need to make informed decisions, based on realistic expectations, about your investment needs.
Dan joined Raymond James in 2021 after 15 years with Wells Fargo Advisors. Dan is a graduate of Dartmouth College and he earned a Master of Business Administration from Columbia University. Dan served as a captain in the United States Army and worked at Merck Pharmaceuticals. Dan resides in Burlington, Connecticut, with his wife and three daughters. When not in the office, Dan enjoys traveling and spending time with family and friends.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.