Senior Partner & Co-Founder, CLU®, ChFC®, CFP®
Daniel R. Williams
Daniel Williams graduated from Babson College with a triple major in Finance, Investments and Entrepreneurial Studies. Dan is a Certified Financial Planner, a Chartered Financial Consultant and has been named in Boston Magazine and The Wall Street Journal as one of Boston’s top financial planners. He is a frequent speaker to senior organizations and teaches several adult education courses in the Greater Boston community. Dan lives in Sudbury, and in his free time enjoys spending time with family, volunteering at his church, hiking, skiing, playing soccer and music with his sons.