Daniel Greenwood

Daniel Greenwood is a financial advisor at Northern Advisory Group and has been in the financial services industry since 2021. His focus is on helping individuals, families, and business owners cohesively structure their financial picture with an emphasis on mitigating fees and tax liability.

Dan holds Series 7 and Series 66 Securities Licenses, as well as Life and Health Insurance Licenses. This allows him to offer a holistic approach to wealth management and be a truly comprehensive planner. Having an open architecture enables the use of timely strategies as markets and economies constantly change.

While continuously proud of the investment structures he implements, Dan finds equal importance in being available as a resource for clients. Paying close attention to the long-term effects of short-term decision making, he prides himself on guidance in the retirement planning space.