Daniel joined Crestwood in 2024 and serves as a Client Advisor.

In his role, Daniel is dedicated to serving clients’ wealth management needs through detailed financial planning, tailoring recommendations for each client and their families. His passion for providing financial literacy education reflects his deep-rooted desire to empower others to achieve their financial goals. Demonstrating a strong work ethic and focus on holistic planning, Daniel always prioritizes his clients’ needs above all else.

Daniel graduated Summa Cum Laude from the University of Rhode Island with a B.S. in Finance. Before joining Crestwood, Daniel worked with Charles Schwab as an Investment Consultant, delivering financial plans and providing white glove service to clients. Daniel has successfully completed the Series 7 and Series 66 designations at his prior employer.

Daniel grew up in Rhode Island and currently resides in Assembly Row with his fiancé and their dog Belle. In his spare time, he loves watching Boston sports, and spending time with his friends and family.