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John Daniel

John Daniel

Partner

Followers of John Daniel2000 followers
location of John DanielWellesley Hills, Massachusetts, United States

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  • Timeline

  • About me

    Partner at Civic Financial

  • Education

    • The Hotchkiss School

      1979 - 1980

    • Concord-Carlisle High School

      1976 - 1979

    • Brown University

      1980 - 1984
      A.B. political science

      Activities and Societies: Football Captain 1983, All Ivy Football Team 1981, 1982, 1983; Brown University Athletic Hall of Fame

  • Experience

    • Civic Financial

      May 1986 - now
      Partner

      Civic Financial is a sophisticated wealth management firm serving high-income and high-net-worth clients in comprehensive financial planning, investments and insurance.

  • Licenses & Certifications

    • Chartered Life Underwriter (CLU)