Dan
Dan was drawn to financial advising for its ability to directly help people in concrete ways. With a background in behavioral health counseling, he brings a distinct understanding of the choices that shape people’s long-term outcomes.
In his practice, he guides his clients with a personalized, goal-oriented approach. In addition to recommending investments that serve their needs, he helps his clients manage risk and identify services to support their financial well-being.
Dan is a participant in the Raymond James Advisory Mastery Program, an intensive development program for early-career financial advisors seeking to hone their craft. He is proud to work alongside his father, Michael Martin, and officially joined Elm Wealth Management Group of Raymond James in 2024.
Education and experience
- Graduate, Roger Williams University
- Raymond James Advisor Mastery Program participant
- AAMS® – Accredited Asset Management Specialist℠
- Financial advisor since 2025
Outside the office
Dan looks for any opportunity to spend time outdoors, whether it’s mountain biking, kayaking, hiking, golfing or sitting on a beach. A day in the sun is a day well spent.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
