Daniel J. Flanagan
Directeur/Membre du Conseil chez Boston Estate Planning Council
Profil
Daniel J.
Flanagan is currently the Director at Boston Estate Planning Council.
Previously, he worked as a Senior Managing Director at Lexington Wealth Management, Inc. and as a Vice President at Wells Fargo Family Wealth.
He received a graduate degree from Bentley University and an undergraduate degree from the University of Massachusetts.
Postes actifs de Daniel J. Flanagan
| Sociétés | Poste | Début |
|---|---|---|
| Boston Estate Planning Council | Directeur/Membre du Conseil | - |
Anciens postes connus de Daniel J. Flanagan
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Family Wealth
 Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Corporate Officer/Principal | - |
Lexington Wealth Management, Inc.
 Lexington Wealth Management, Inc. Investment ManagersFinance Lexington Wealth Management, Inc. provides financial planning and wealth management services. The firm provides wealth management, investment consulting, wealth counseling, financial planning, lending and mortgages, concierge, professional alliance programs and family office services. It has locations in Lexington and New York. The company was founded in 1997 by Michael S. Tucci and Kristine Porcaro and is headquartered in Lexington, MA. | Corporate Officer/Principal | - |
Formation de Daniel J. Flanagan
| University of Massachusetts | Undergraduate Degree |
| Bentley University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Lexington Wealth Management, Inc.
Lexington Wealth Management, Inc. Investment ManagersFinance Lexington Wealth Management, Inc. provides financial planning and wealth management services. The firm provides wealth management, investment consulting, wealth counseling, financial planning, lending and mortgages, concierge, professional alliance programs and family office services. It has locations in Lexington and New York. The company was founded in 1997 by Michael S. Tucci and Kristine Porcaro and is headquartered in Lexington, MA. | Finance |
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |
| Boston Estate Planning Council |
