Back to List of Bios
DANIEL WILSON
Investment Strategist

Dan is our Investment Strategist. Dan has extensive experience from a diverse background which includes a board position with Entrepreneur Organization as well as management of more than $85 million in assets.

His role at Bennett Financial Group is to support BFG clients in analyzing and building investment portfolios, researching and identifying investment opportunities, and managing all equity accounts, as well as estate planning.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, Daniel Wilson, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Bennett Financial Group is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member FINRA, SIPC.

> Our Team
> Our Philosophy
> Process & Approach

Refer a friend to Bennett Financial Group.

> More Info

If you would like more information or to schedule a consultation.

> More Info
Home | Who We Are | Planning Process | Resources | Refer a Friend | Contact Us | Client Login
Copyright 2009 Bennett Financial Group | All Rights Reserved | Built in the USA by URL Studios
 
The Registered Representatives offer securities products and services through Park Avenue Securities LLC (PAS) 7 Hanover Square, New York, NY 10004, 1-888-600-4667. Bennett Financial Group is not an affiliate or subsidiary of PAS. PAS is a member FINRA/SIPC.

The Registered Representative is securities licensed in NJ and MD and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

The financial representatives of Bennett Financial Group are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Robert DelGaudio at 908.709.0020 ext. 159.

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005-2009, The Guardian Life Insurance Company of America.

Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.