856-985-1717

dloughlin@stratospw.com

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Dan joins Stratos Private Wealth, after managing Heald Financial Advisors since 2018, where he has been helping clients work toward their financial goals in a ‘client-first’ mentality. He will lead our South Jersey office where he takes pride guiding individuals and families on their financial journey.

Dan has a diverse background in financial services, working as  a wholesaler helping advisors across the country. Before joining Heald Financial Advisors, he honed his skills at a third-party marketing firm—identifying potential investors, managing the due diligence process, and fostering strong investor relationships. Earlier in his career, as a Regional Director for a boutique asset manager, he promoted mutual funds, ETFs, and separately managed accounts to financial advisors across multiple states.

Dan is a CERTIFIED FINANCIAL PLANNER® professional and received his B.S. in Finance from Fairfield University.

Residing on the coast of New Jersey, Dan embodies the spirit of fun on land, air or sea: you might find him walking his rescue pups Hooch & Roo, globetrotting with his wife, kayaking, or chasing after his 2 young children, Taylor & Cam.