Danny has been active in the financial services industry for over a decade, having spent the last four years counseling and assisting Kaplan Financial clients. He graduated cum laude from Salem State University and also holds the Financial Paraplanner Qualified ProfessionalSM (FPQP) designation.
Danny began his career at Nichols & Pratt, LLP, a private trustee office located in Boston, quickly rising through the ranks to become a trusts and estates assistant where he supported multiple trustees and portfolio managers in servicing their clients’ day-to-day wealth management needs. In addition, Danny was the main point of contact for a Family Trust Office located in New York, and served as the foundation assistant for multiple private family foundations during his six years at Nichols & Pratt.
