Retirement Plan Rollovers
Guidance on moving retirement savings as your career or situation changes.
Investment Advisor / Wealth Manager · Lynnfield, MA
Personalized investment strategies, built for the long term.
From retirement plan rollovers and 401(k) programs to stock and bond portfolios, I help individuals, families, and businesses build a customized strategy that is monitored often and adjusted as life changes.
Check the background of this investment professional on FINRA's BrokerCheck.
Since 1983in financial services
Brown UniversityBA, Organizational Behavior & Management
AAMS® · CPFA®Professional designations
Series 63 · 65Securities registrations
About
A relationship built on your family's goals
[PLACEHOLDER: first-person bio, approved by Dan. Draft based on his LinkedIn:] I savor the relationships I have built with my clients over many years, engaging with each family's goals and aspirations in a direct and meaningful way. I understand that individuals have spent a lifetime accumulating their wealth, and I recognize the responsibility entrusted to me when managing each client's legacy.
I have worked in financial services since 1983 and joined Capital Management Partners, LLC in May 2017. I work with high-net-worth individuals, families, businesses, labor unions, and charitable foundations.
Beyond the office
I graduated from Brown University in 1981, where I captained the varsity hockey team in my senior year. I have served as a selectman in the Town of Swampscott for more than 18 years. By running over 12 Boston Marathons, I have raised over $330,000 for the Mass General Hospital Pediatric Oncology Clinic, and in 2012 I received Mass General Hospital's "100 Award."
Services
How I can help
401(k) Programs
Helping businesses implement retirement plan programs for their employees.
Stock & Bond Portfolios
Portfolios built around a long-term strategic plan, personalized to each individual or entity.
A Coordinated Network
Access to trust and estate attorneys, insurance experts, and tax accountants when the need arises.
Who I work with: high-net-worth individuals · families · businesses · labor unions · charitable foundations
Experience
Decades in the industry
- May 2017 – Present
Investment Advisor / Wealth Manager
Capital Management Partners, LLC · Lynnfield, MA
- Aug 2008 – May 2017
Senior Vice President, Registered Investment Advisor
Winslow, Evans & Crocker, Inc. · Boston, MA
- May 1990 – Jan 2007
Financial Advisor, Corporate Vice President, Branch Manager
A.G. Edwards & Sons, Inc.
- 2003
Accredited Asset Management Specialist (AAMS®)
College of Financial Planning, Denver, CO
- 1981
BA, Organizational Behavior & Management
Brown University
Process
What to expect
1
Conversation
We talk about your situation, goals, and questions.
2
Personalized Plan
A long-term strategy tailored to you or your organization.
3
Ongoing Monitoring
Your plan is monitored often and adapted as things change.
[PLACEHOLDER: Dan to confirm or adjust these steps.]
Capital Management Partners, LLC
50 Salem Street, Suite 200
Lynnfield, MA 01940
Office: 978.839.0400
Toll-free: 888.535.8989
Email: [PLACEHOLDER: Dan's direct email]
LinkedIn
50 Salem Street, Suite 200
Lynnfield, MA 01940
Office: 978.839.0400
Toll-free: 888.535.8989
Email: [PLACEHOLDER: Dan's direct email]