with Morgan Stanley in Middleton, Massachusetts. For more than 30 years he has built an investment practice that allows him to engage in fewer, deeper and longer lasting relationships with high net worth clients that are based on customized solutions, experience and responsive service.
Working with individuals and families, as well as select endowments and foundations, Dan’s advice extends beyond investing to encompass both sides of a client’s personal balance sheet. In effect, he offers the personalized advantages of a family office within the solid boundaries of a global wealth management company. He works closely with his clients’ estate attorneys, CPAs, and other advisors to help clients to navigate the increasingly complex arena of financial management and reach all of their life's goals.
A native of Massachusetts, Dan grew up in Manchester-By-The-Sea and earned a Bachelor of Science Degree in Broadcasting and Film from Boston University. Dan has been a Wealth Advisor with Morgan Stanley for 22 years. Dan is married to his wife Robin (an artist) and has two adult children. He enjoys gardening, golf, sporting clays and cooking.
Dan was the announcer for Hamilton Wenham Little League and spearheaded the Myopia Sled Dog Races.
Services Include
- Wealth Planning
- Retirement Planning
- Divorce Financial Analysis
- Estate Planning Strategies
- Trust Services
- Long Term Care Insurance
- Art Advisory
Securities Agent: RI, SC, TX, VA, VT, WA, WY, PA, NY, NJ, NH, NC, ME, MA, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1222145