Dan Brothers

Dan is a Limited Partner with Edward Jones Investments where he oversees finances for more than 150 families in the Greater Boston area since 2009. As a CFP® Professional, Dan’s focus is on individual families and small business owners in the Financial and Financial Technology industries. He has personally trained and mentored over 60 Financial Advisors throughout his career and continues to serve in this capacity for Edward Jones today. Dan has held various non profit & industry organizations including as President of the Marblehead Chamber of Commerce, founding member of Sterny’s Way a 501c(3), My Brothers Table Finance Committee, and past President of the Swampscott Rotary.