Daniel R. Santanello, AAMS®

Daniel R. Santanello, AAMS®

Senior Vice President and Assistant Branch Manager

Phone: (617) 896-3539
Fax: (617) 227-5505

Daniel R. Santanello is a Registered Investment Advisor with Winslow, Evans & Crocker, Inc. With over 26 years of experience in the investment industry, Dan's mission is to provide personalized value-added services by assisting his clients in making educated, intelligent financial decisions and by providing innovative and practical financial solutions. Whether it is developing a fee-based investment plan, implementing a needs-based insurance strategy or preparing a detailed mutual fund analysis, Dan can offer objective, unbiased advice with tailored recommendations that focus on your unique goals.
 
Dan graduated from Brown University in Providence, Rhode Island. Known for his leadership abilities, Dan was elected captain of the Brown hockey team. During his tenure at A.G. Edwards, Dan opened the firm's North Shore office, served as a manager and was appointed to the firm's prestigious Chairman's Council. In 2003, he earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.
 
From 1989 through 2007 Dan was a Selectman in the town of Swampscott serving as Chairman of the Board three times. He has completed 12 Boston Marathons raising over $400,000 for the Mass General Hospital Pediatric/Oncology Clinic. Currently, Dan coaches in the Swampscott Little League and the Swampscott Yourth Hockey Program.
 
With the sophisticated technology and wealth management solutions at Winslow, Evans & Crocker, Inc., Dan has the tools to meet the challenges of helping his clients achieve their financial goals. Winslow, Evans & Crocker, Inc. has served institutional and high net worth clients for many years and operates as a dually licensed entity acting as both a FINRA-registered Broker/Dealer and a SEC Registered Investment Advisor (RIA).