Broker Check
Daniel F. Haines Jr., CFP®, AEP®

Daniel F. Haines Jr., CFP®, AEP®

Financial Advisor

“Successful people often have complex financial, business and life challenges. Utilizing a financial planning process, managing financial behavior with smart financial strategies we deliver clarity and confidence in your investments to our clients.”   

Professional Services

  • Wealth Management
  • Retirement Income Planning
  • Estate Planning


Professional Credentials

  • AEP® Accredited Estate Planner
  • BFA (Enrolled)


Professional Licenses

  • Series 7, 24,63 & 66 Securities Registrations Life, Health, Variable Insurance (CT,NY,NC,FL,SC,NH,AZ)


Professional Associations

  • International Board of Standards & Practices for Certified Financial PlannerTM
  • National Association of Estate Planners & Councils