Originally from Wappinger Falls, NY, I began my Edward Jones career in 2009. After seeing firsthand what can happen to families after catastrophic loss, I joined Edward Jones to ensure I would be able to do everything in my power to help individuals and families prepare for what lies ahead. I lost my father at 58 years of age. It was a difficult time for us all and we were ill prepared for the financial fallout of this loss. I want to be an agent of change to help others avoid this helpless and lonely feeling in the future.
The focus of my practice is on individuals and families who are no further away than 10 years from their intended retirement phase of life as well as successful professionals building long-term wealth. I create customized solutions and work with my branch office administrator, Hannah Stone, to deliver a repeatable client experience and partner with our clients for life.
My title is "financial advisor." However, I also play the role of a life coach and friend, and I love it! I get the best of both worlds, helping people manage their wealth and doing life with them. I am there with my clients every step of their journey, from when they get married, have children and job changes to graduations, retirement and new home purchases; it is a partnership.
My family consists of my fiancée, Ashley Meagher, a successful financial advisor for Edward Jones in Danvers, MA and my daughter, Charlotte Hadley Brothers, who will turn 7 this May. We enjoy many activities including skiing/snowboarding, team sports, golf and hiking.
I believe that it is the responsibility of all individuals in a community to give back at every opportunity. To this end, I am involved with many wonderful organizations including:
- Swampscott Rotary
- Marblehead Chamber of Commerce
- My Brother's Table
- Marblehead Youth Sports
- Salem Chamber of Commerce
- Beverly Chamber of Commerce
- Sterny's Way, newly formed 501(c)(3)
My Personal Interests
- Coaching Sports
- History and Museums
- Movies & Entertainment
Office Address320 Derby Street
Salem, MA 01970 opens in a new window
Phone NumberDan Brothers at (978) 744-2102
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