Daniel M. Smith & Associates | |||
Daniel Smith
Domicile State: NC
Phone: 910-208-2678
Dan is a Founding Sponsor and an Executive Board of Director member of the University of New Haven Center For Family Business. Additionally, Dan is a member of the Connecticut Tax Planning Council and serves on the Development Committee of the Community Foundation of Greater New Haven. Previously, Dan had been President of the Shoreline Foundation from 1995 – 2002 and stepped down in July, 2006 from being a member of the Board of Governors of the University of New Haven, serving as Chair of the Investment Sub-Committee. Dan is presently Co-Chair of the Guilford Fund for Education. He obtained his Certified Family Business Specialist Designation from the American College at Bryn Mawr in 1998 along with the Accredited Estate Planner designation. In July of 2003 he earned the Certified in Long Term Care (CLTC) Designation and in 2004 earned the designation of Chartered Special Needs Consultant (ChSNC) enabling him to work with families with disabilities. Dan is a Wilmington resident. He is married to his wife, Barbara, and they have two daughters, Sabrina and Cassandra. *Licensed but not practicing.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, Inc., member SIPC. Supervisory Office: 2150 Post Road, 5th Floor, Fairfield, CT 06824, Tel: 203-259-5575. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. Daniel M. Smith and Associates is not a subsidiary or affiliate of MML Investor Services, LLC, MassMutual or its affiliated companies. ![]()
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1015 Ashes Drive, Suite 200 Phone: 910-208-2678 |