Advisor profile


My approach

Daniel T Wilson - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Daniel T Wilson - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Investments
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Life, Accident and Health
  • Certified Financial Planner™, Chartered Financial Consultant
  • Chartered Life Underwriter®

Education

  • BS, Finance - Bentley University, 1997
  • Financial Planning - American College, 2003

Interests

  • Enjoying my summer with my wife and two children on the ocean in Mystic, CT. We are also avid skiers, visiting Killington, VT in the winter.
  • Like many families, we spend much of our time supporting our children in their activities, particularly Colin's football and Ashley's dance.
  • We are dedicated New England Patriots fans, enjoying as many home games and tailgates as we can.
  • Most importantly, I am a master griller and my wife makes the best potato salad on the planet.

Community participation

  • Volunteer at Rosie's Place 2017, LGBTQ Women's Homeless Shelter
  • Volunteer at Boston Greater Food Bank 2013-16
  • Volunteer at Save the Harbor, Save the Bay Annual Donor
  • Pie Seller: 2013-17 Pie in the Sky, providing meals to the ill in Massachusetts
  • Participant: 2013-17 Ozzie's Kids, helping children over the holidays
  • Participant: 2013-17 Cure SMA Walk-n-Roll for The Families of Spinal Muscular Atrophy Organization
  • Sponsor: Birthday Wishes, a Boston-based nonprofit that brings birthday parties to homeless children

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Forbes Top Wealth Advisors, 2017
  • Barron’s Top 100 Independent Financial Advisors, 2017 & 2019
  • Financial Times Top 400 Advisors, 2014-2020
  • Barron’s Top 1,200 Financial Advisors, 2016-2020
  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Hall of Fame, 2012
  • Ameriprise Chairman's Advisory Council, 2007-2019

Professional associations

  • Financial Planning Association

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Forbes chose to recognize me – Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!