Daniel McCarthy strives to provide outstanding service and has worked in the financial services industry for over 11 years. He has worked in both retail and wholesale capacities for several national firms including JP Morgan Chase and Edward Jones.
Dan takes the time to listen and ask the questions necessary to customize a plan for your financial future. Dan's experience includes stocks, bonds, mutual funds, life, disability and long-term care insurance. With clients ranging from executives to students, he will help you develop a strategy that fits your needs and goals.
Outside of the office, Dan enjoys spending time with his six children and resides in Nashua, NH.
- Bentley University - BS with a concentration in Economics and Finance
*Series certifications are held with LPL Financial.
- Series 7, 63 & 66