• Daniel Martin

    Financial Advisor

Daniel "Dan" Martin graduated from Roger Williams University, where he studied business, criminal justice, and psychology. Pursuing his life-long passion of helping others, Dan accepted a position as a behavioral health counselor for at-risk youth. Dan believed a shift in career focus would better fit his personal and professional aspirations, where he is still able to help others by providing a service that is driven by their individual needs. Growing up in a household where his father was a financial advisor, Dan received firsthand exposure to the relationships that can be built and the difference that can be made in this field of work. While a life-long member of the ELM Wealth family, Dan officially joined ELM Wealth Management Group of Raymond James in 2024; a team with more than 70 years of collective experience. Dan is team-oriented, identifying areas where he can continue to support and expand their collective practice for the benefit of and the individuals we serve. Through Raymond James' 'Advisor Mastery Program' (AMP), Dan is receiving carefully crafted and highly tested financial advisor development training, which incorporates hands-on educational aspects and plentiful opportunities for case consultation and mentoring over the course of his first 8 years.