John Daniel Email & Phone Number

John is a 1984 graduate of Brown University as well as the American College of Financial Services where he earned the Chartered Life Underwriter (CLU) designation. John began his life insurance career in 1986 and has been recognized as a respected industry leader qualifying yearly for membership in the exclusive Million Dollar Round Table. John works with Senior Executives at large private and public companies, Private Equity MD’s/ Partners and Institutional Fund Managers. His focus is sharing a vision with client’s on how to solve income and estate tax issues using sophisticated life insurance tools and strategies. John was a 3-time All-IVY football player and is a member of the Brown University Athletic Hall of Fame. He is married to Cathy and resides in Wellesley with their six children and enjoys spending time with his family and friends.

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  Principal

  Civic Financial

  May 1986 - Present

  Civic Financial is a sophisticated wealth management firm serving high-income and high-net-worth clients in comprehensive financial planning, investments and insurance.