Dan joined Merrill Lynch Wealth Management as a financial adviser in 2018. Prior to joining Merrill Dan worked at Fidelity Investments for eight years. Dan follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. Passionate about delivering excellent service, Daniel holds the CERTIFIED FINANCIAL PLANNER® certification.
Dan holds a Bachelor of Arts in Economics from University of Massachusetts, a Bachelor of Business Administration in Finance and Operations Management from the Isenberg School of Management at the University of Massachusetts Amherst, as well as a Master of Business Administration from the Isenberg School of Management at the University of Massachusetts Amherst.
Dan is licensed in Life, Accident, and Health Insurance and holds the Series 7, 66, 9, and 10 FINRA registrations. Dan primarily collaborates with clients in the greater Boston area.
Dan grew up in Holden, Massachusetts and now resides in Scituate, Massachusetts with his wife Heather and their four children (Avery, Weston, Everett, and Ellory).
In his free time Dan enjoys spending time with family, golfing, and fishing.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
