Dan Marshall, CFP®, CRPC™

Dan is a Senior Vice President and Relationship Manager with over 25 years of experience in the financial services industry. In his role, he partners closely with high-net-worth individuals and families, assisting them in defining priorities, coordinating with trusted advisors, and executing strategies designed to advance their financial goals. Dan’s core areas of expertise include asset allocation, retirement income planning, and estate planning strategies.  

He is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor ™   designation. He earned his degree in Business Administration from St. Joseph’s College of Maine. When he’s not working with clients, Dan enjoys playing hockey, hiking, and spending time with his wife, Danielle, and their three children.