Daniel Mantell
Financial Advisor at Janney Montgomery Scott LLC | Boston, Massachusetts, United States
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Daniel Mantell, CFP®, currently serves as a seasoned Financial Advisor at Janney Montgomery Scott LLC, where he leverages his extensive expertise to deliver comprehensive wealth management solutions tailored to high-net-worth individuals and families. In his current role, Dan focuses on developing customized investment strategies that align with clients’ long-term financial goals, emphasizing risk management, estate planning, and strategic asset allocation. His deep understanding of financial markets and investment management allows him to identify emerging opportunities and craft innovative solutions that optimize portfolio performance.
At Janney Montgomery Scott, Dan is actively involved in leading complex financial planning projects that integrate tax-efficient strategies, retirement planning, and estate transfer considerations. His analytical skills enable him to assess clients’ unique financial situations thoroughly, providing sound advice that balances growth with risk mitigation. Dan’s commitment to education and research ensures he stays ahead of industry trends, allowing him to offer clients well-informed, strategic guidance.
Beyond his technical expertise, Daniel is a trusted relationship builder who values collaboration and open communication. He excels in public speaking engagements and client seminars, sharing insights on investment strategies, market outlooks, and financial literacy. His leadership development skills are evident in his mentorship of junior advisors and his proactive approach to fostering a team-oriented environment. Passionate about creating strong, lasting client relationships, Dan’s holistic approach to financial planning underscores his dedication to helping clients achieve financial security and peace of mind.
Financial Advisor at Janney Montgomery Scott LLC in August 2022 to Present
Investment Manager at Wells Fargo Private Bank in January 2005 to August 2022
Member Board Of Directors at Exploration School, Inc. in December 2011 to December 2020
Adjunct Assistant Professor at Bentley University - McCallum Graduate School of Business in May 2005 to January 2020
Board of Directors at Financial Planning Association of Massachusetts in January 2009 to December 2011
Wealth Manager at Lexington Bridgewater Wealth Management in January 2004 to January 2005
Investment Committee at Pillar Financial Advisors in January 2004 to January 2004
Senior Manager at Polaroid in January 1987 to January 2001
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Bentley University - McCallum Graduate School of Business, MSFP, October 2026
University of Virginia Darden School of Business, Integrated Business Management, October 1999
University of Minnesota, Ph.D., October 1982 to October 1989
University of Rochester, BS, October 1978 to October 1982
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Financial Services
Financial Planning
Investment Management
Investments
Alternative Investments
Portfolio Management
Asset Allocation
Mutual Funds
Wealth Management
Investment Strategies
Risk Management
Program Management
Retirement Planning
Estate Planning
Asset Management
Strategic Financial Planning
Tax
Financial Advisory
Public Speaking
Leadership Development
Finance
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Discover more about Janney Montgomery Scott LLCWhat is Daniel Mantell email address?
Email Daniel Mantell at [email protected] and [email protected]. This email is the most updated Daniel Mantell's email found in 2026.
How to contact Daniel Mantell?
To contact Daniel Mantell send an email to [email protected] or [email protected]. (updated on May 02, 2025)
What company does Daniel Mantell work for?
Daniel Mantell works for Janney Montgomery Scott LLC
What is Daniel Mantell's role at Janney Montgomery Scott LLC?
Daniel Mantell is Financial Advisor
What is Daniel Mantell's Phone Number?
Daniel Mantell's phone (413) ***-*213
What industry does Daniel Mantell work in?
Daniel Mantell works in the Investment Management industry.
Daniel Mantell Email Addresses
Daniel Mantell Phone Numbers
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