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Our financial advice team


Daniel Tarbell Ameriprise Financial Advisor

Daniel Tarbell

Financial Advisor

Managing Partner
Sterling Financial Partners
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 9 reviews

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

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Employee Stock Options
  • Family Finances
  • Saving for Education
  • Small Business

Interests

  • I enjoy traveling and spending time at the shoreline relaxing and boating with my family.
  • I am an avid sports fan - Red Sox, NY Giants, UCONN Huskies, Boston Celtics
  • Health and fitness are key in managing stress and staying mentally sharp. Incorporating my love for sports and quest for fitness, I enjoy golfing, fishing, playing soccer, and softball.
  • My family is everything to me. My wife Nikki and I live in Longmeadow, MA with our daughter Kennedy. We enjoy spending time with our families, friends, dog (Brody!) and serving our community.

Community participation

  • East Windsor Rotary Club
  • East Windsor Chamber of Commerce
  • Former Reading Mentor - Everybody Wins! CT
  • Manchester Early Learning Center - Past Board Member
  • Past Vice President - Waterford Association

Awards & recognition

  • Five Star Wealth Manager, 2011

Qualifications

  • Securities Licenses: Series 7 & 66
  • Insurance Licenses: Life, Accident and Health
  • Certified through the Connecticut Partnership for Long Term Care

Education

  • Bachelor of Science in Business, Florida Southern College (Lakeland, FL)
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