Daniel Castle, CLU, ChFC, CFP®
Director, Advanced Planning
Dan Castle joined Winthrop Wealth in 2019 as an Advanced Planning Consultant on our Financial Planning team. He comes to Winthrop Wealth with over 30 years of industry experience developing and implementing unique insurance and financial planning strategies for affluent families and business owners.
Dan joined Winthrop Wealth directly from LPL Financial (Assistant V.P. Advanced Insurance Consulting) where he assisted the firm’s financial advisors with complex estate planning techniques, business succession planning, non-qualified and qualified retirement plans.
Prior to LPL, he spent more than 15 years with Manulife Financial / John Hancock as an integral member of an advanced markets team serving as an advanced markets consultant, director of training, and national accounts manager.
Dan has authored industry articles, created presentations and conducted training conferences for advisors, insurance professionals, attorneys, and accountants. He currently maintains the Chartered Life Underwriter®, Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ designations. He holds FINRA Series 7 and 63 licenses with LPL Financial, and is an Investment Adviser Representative with Winthrop Wealth.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.