Daniel J. Flanagan
Direttore/Membro del Consiglio presso Boston Estate Planning Council
Profilo
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.
Posizioni attive di Daniel J. Flanagan
| Società | Posizione | Inizio |
|---|---|---|
| Boston Estate Planning Council | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Daniel J. Flanagan
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Formazione di Daniel J. Flanagan
| University of Massachusetts | Undergraduate Degree |
| Bentley University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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