Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
20
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
    • Ameriprise Circle of Sucess, 2013, 2014, 2015, 2016, 2017, 2018, 2019

    Previous experience

    • Morgan Stanley Wealth Management, 2004-2011