Dan leverages more than 30 years of wealth management and investment services experience. He understands the importance of taking the time to listen to each individual’s needs and develop a customized wealth management plan that aligns with their personal goals, risk tolerance, and time horizon.
Dan recognizes that a well-crafted portfolio is an essential component to investment success; however, it is only one piece of a much larger puzzle. He delves into retirement and estate planning concerns, insurance needs, and can work closely with your tax and legal advisors to implement a plan that is designed to thrive in any market environment. Through a disciplined process, he utilizes the combined efforts of Stifel’s professionals, as well as his broad-based experience and knowledge, to help you navigate every stage and financial aspect of your life, seeking to add value to every meeting and conversation. Sharing in his clients’ experiences is truly rewarding. Whether it’s the excitement of retiring, a new child or grandchild, graduations, weddings, or assisting new generations of family members, Dan and his team are there every step of the way. They are also there for the difficult times that life may bring, striving to ensure our strategies are ready to help you address any unforeseen challenges.
Throughout his long-tenured career, Dan has served as Branch Manager and financial advisor at several firms, including UBS Financial Services Inc., Morgan Stanley, and Merrill Lynch. He holds Series 7, 9 & 10, 31, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Dan and his wife of 30-plus years, Joanne, have three outstanding children. Together, they enjoy fishing, boating, biking, and cheering for their favorite sports teams.
Dan has been in the financial services industry for more than five years and has gained a deep passion for helping clients pursue their short‐ and long‐term financial goals. Today, he supports the team in building and maintaining clients’ customized wealth management plans, as well as applying investment strategies that best align with their individual goals. Dan is fluent in utilizing Stifel’s latest tools, which helps the team analyze your investment portfolio with consideration to time, risk, and performance.
Dan joined the Long Wealth Advisory Group in 2019. Prior to Stifel, he worked within UBS Financial Services’ wealth advisor center estate planning team. He earned a B.A. in Business Administration from Flagler College and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Outside of the office, he enjoys running, golfing, and supporting Crystal Palace Football Club.
Lynn has been in financial services industry for more than 40 years. In 2004, she joined Stifel with the opening of its Sarasota branch, serving as a Client Service Associate. Today, she serves as Branch Operations Manager and oversees the Long Wealth Advisory Group’s client support, administration, and operational efforts.
An integral member of the group, Lynn delivers highly personalized attention to clients’ service and administrative needs. She is committed to keeping up with industry issues and maintains a strong knowledge of client needs through a high level of communication, fielding client questions, and resolving issues. These are all part of her focus as she develops strong relationships built on trust. She holds Series 7, 8, and 63 securities licenses.
Outside of the office, Lynn enjoys golfing, spending time with her grandchildren, and partaking in the incredible array of watersports the coast has to offer.