As a Wealth Advisor, Dan works with professionals and families to develop customized financial solutions to meet their ever-changing priorities. At Prio Wealth he provides thoughtful investment and wealth advisory solutions appropriate for each client’s financial and investment goals by incorporating lifestyle, philanthropic, gifting, estate, and tax planning strategies.
Dan joined Prio Wealth in 2018. Dan began his career at BNY Mellon, where he first served as a Reporting Specialist in Asset Servicing. He then moved to Wealth Management where he was an Account Manager in the Family Office Department.
He is a graduate of Plymouth State University, with a Bachelor of Science in Finance and Economics. Dan obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2021.
Dan lives in Nashua, New Hampshire. His personal priorities include spending time outdoors playing golf, hiking, fishing, and snowboarding.