Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®

Education

  • University of Massachusetts - Bachelor of Science
  • University of Massachusetts - Graduate Certificate - Business Administration
  • The American College- Chartered Financial Consultant

Interests

Dan Enjoys spending time with his family, traveling with his wife, sporting events, and volunteering for the Humane Society in North Palm Beach, Jupiter, Tequesta, and Palm Beach Gardens.

Community participation

The Humane Society of the United States is the nation's largest animal protection organization, backed by 11 million Americans. They work to reduce suffering and improve the lives of all animals by advocating for better laws; investigating animal cruelty; encouraging corporations to adopt animal-friendly policies; conducting animal rescue and emergency response; and providing direct care for thousands of animals atour sanctuaries, emergency shelters, wildlife rehabilitation centers, and mobile veterinary clinics.

  • Awards & recognition

    • Ameriprise Circle of Success, 2012-2020
    • Ameriprise Client Experience Award, 2020

    Previous experience

    • Morgan Stanley Wealth Management, 2004-2011

    Private Wealth Advisors

    Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.