Investment Advisor Representative
Dan Dwyer is a graduate of Cornell University with a Bachelor of Science Degree and is an active alumnus. His Masters work at University at Buffalo was in Finance and Marketing. He holds securities licenses series 7 and 66, as well as Life, Accident and Health insurance licenses.
After a long career in the Hospitality Industry, Dan joined Morgan Stanley in 2001 as a Financial Advisor, with a focus on offering comprehensive planning and coordinated services. Since 2004 Dan, through his consulting company Proprius Worth Management, has worked to bring to the Financial Services Industry state-of-the-art systems and process’ for strengthening the advisor-client relationship, enriching the client experience and progressively growing practices throughout the country. He transitioned his retail practice to Novem Group in March of 2018 where he consults on matters of advisor practice development and strategic planning.
Dan and his wife Lisa make their home in Rochester; their three adult children and five grandchildren also call Rochester home. Dan has served on several boards within the community and is an active Rotarian, considering Service Above Self three powerful words to live by.
(585) 348-9543 | email@example.com
Check the background of this investment professional on the SEC’s Investment Adviser Public Disclosure website: https://www.adviserinfo.sec.gov/