Daniel V. Miele, MBA, LUTCF

Daniel V. Miele, MBA, LUTCF

Investment Advisor Representative

Phone: 781.566.7104
E-mail:
 

Clients choose to work with Daniel because of his knowledge, honesty and focus on long-term relationships. A proud investor advocate, Daniel provides clients with partnership and an empowering financial experience. Through a thoughtful and dignifying discovery process, Daniel provides advice and guidance that is customized to each client and their goals.

Prior to joining Centinel Financial Group in 2003, Daniel worked as a Business Analyst at Cutter Associates and spent five years at Grantham, Mayo, Van Otterloo, LLC, a premier asset manager for large institutional accounts. He received his Bachelor of Science degree in Management at Keene State College and his Masters of Science in Financial Economics at Boston University.

Daniel was a long-time member of the Boston University Alumni Association and Scholarship Committee for the School of Metropolitan College at BU. He is a voluntary band member for the South Shore Bay Concert Band, and has also taught classes at New England College of Finance to first year students. Daniel is a member of the Million Dollar Round Table and was named a 2019 Five Star Wealth ManagerSM. In addition, he proudly served 8 years as an Army Reservist in Vermont and Rhode Island. He was honorably discharged in December 1998.

In his free time, Daniel enjoys spending time outdoors, hiking, running and biking. He currently resides in Duxbury, MA with his two sons, James and Charles.

 

The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. For additional disclosures, click here.

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

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Check the background of this financial professional on FINRA's BrokerCheck