Daniel Needham, ChFC®, CLU®
Senior Vice President—Investments
Dan Needham has been helping families and small businesses meet their financial needs for over 41 years. He provides professional financial planning and wealth management advice by working closely with his clients to understand, create a plan and then work towards their unique long-term goals.
During his 41 years, Dan owned and operated an 80 plus person financial planning firm. This experience gave him great insight and appreciation for the challenges small business owners face on a regular and ongoing basis. Dan has used his experience, balanced with his knowledge of wealth management, in helping small business owners plan and implement investments strategies to help meet a wide array of goals that include retirement and pension planning, risk management as well as personal investment planning.
Check the background of this investment professional on FINRA’s BrokerCheck