DANIEL B. MARSHALL
COO | Director of Financial Strategies
Dan has been part of the financial industry since 2018, bringing a wealth of experience and dedication to his role as Chief Operating Officer and Director of Financial Strategies. He leads the strategic planning and implementation of customized financial solutions, ensuring each client's unique goals are met through thoughtful coordination and analysis. His passion for excellence is reflected in his close work with internal teams and external advisors to deliver exceptional service.
Dan holds a Bachelor of Professional Studies with a Concentration in Finance from Southern New Hampshire University. He maintains licenses for Life, Health, and Accident Insurance, and serves as a Notary Public in Massachusetts.
Dan resides in New Bedford, MA with his wife, Carina, and their two daughters, Eliana and Maddilyn. Outside of his professional responsibilities, he serves as the Director of Sacred Music & Organist for St. Anthony of Padua Roman Catholic Parish in New Bedford. In his free time, Dan enjoys spending quality moments with his family, cooking, and pursuing his new hobby of golfing.
