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Our financial advice team

Dan Donato

Dan Donato

Financial Advisor

Managing Director
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
  • Intergenerational Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Income Strategies


  • I enjoy spending time with my family - Robin, my wife, Casey, Christopher, Taylor and Daniel, my children.
  • I love to golf, fish and go for walks

Awards & recognition

  • Ameriprise Circle of Success, 2013, 2014 & 2015


  • Series 7, Series 5, Series 65 Licensed


  • University of Connecticut, B.A. Political Science & History Storrs, Connecticut

Previous experience

  • Financial Advisor, Morgan Stanley Smith Barney, 1979-2012, West Hartford, CT

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Community participation

Past Treasurer, Rotary Club of Waterbury, CT

Chairman of the Scholarship Committee of the Rotary Club of Waterbury, CT

Board Member of the Christopher V Donato Memorial Scholarship Fund