Daniel Short Email & Phone Number

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help.Before entering the financial services industry, I attended John Jay High School, Blair Academy, and Franklin and Marshall College. I was with Ecolab Inc. for 13 years, the bulk of that as District Manager. Now a Senior Financial Advisor with the Poughkeepsie, NY office of the Oak Group Wealth Management for Wells Fargo Advisors Financial Network, I take pride in working for a practice that puts clients first.My mission is to help each of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn’t end there. I have been an active member of the local community since moving back to Poughkeepsie in 2001 after 10 years in Connecticut. I am a long time board member of Grace Smith House. I have also served on the boards of Grinnell Library and the Greater Southern Dutchess Chamber of Commerce. My wife Jeanne and I live in Poughkeepsie. Our daughter Heather is a Physician’s Assistant at Columbia Presbyterian Hospital. Our daughter Samantha is a Marketing Manager and lives in LA. Our son Zach is a site manager and lives in Hyde Park.Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Wells Fargo Advisors Financial Network is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.Opinions and comments do not necessarily represent views of out firm. Additional guidelines can be found on wfa.com/socialThis information is intended for use by residents of CA,CT,DE,FL,IL,MA,MD,MN,NC,NH,NJ,NY,PA,SC,TN,TX,VA,WIPlease contact me by e-mail daniel.short@wfafinet.com or by phone 845-330-4777. I cannot respond to messages through LinkedIn.

Listed skills include 401K Rollovers, Asset Allocation, Financial Advisory, Investment Strategies, and 2 others.

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  Franklin & Marshall College

  Business Administration And Management, General