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Our financial advice team


Daniel T Wilson

Daniel T Wilson

CFP®, ChFC®, CLU®

Private Wealth Advisor

Skyeburst Wealth Management
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 175 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

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

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.

Awards & recognition

  • Ameriprise Circle of Success, 2020
  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021
  • InvestmentNews' Best Places To Work, 2021
  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Forbes Top Wealth Advisors, 2017
  • Barron’s Top 100 Independent Financial Advisors, 2017, 2019, & 2020
  • Financial Times Top 400 Advisors, 2014-2020
  • Barron’s Top 1,200 Financial Advisors, 2016-2021
  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Hall of Fame, 2012
  • Ameriprise Chairman's Advisory Council, 2007-2021

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

Professional associations

  • Financial Planning Association
Newsletter

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Community participation

  • Biannual Volunteer at Rosie's Place, LGBTQ Women's Homeless Shelter
  • Volunteer at Boston Greater Food Bank
  • Volunteer at Save the Harbor, Save the Bay Annual Donor
  • Pie Seller: Pie in the Sky, providing meals to the ill in Massachusetts
  • Participant: Ozzie's Kids, helping children over the holidays
  • Participant: 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