Dan's team consists of the resources of both Bay Financial Associates and LPL Financial. Dan has been serving clients since 2002. He works with families, small businesses, CPAs, attorneys, and executives to develop, implement and monitor financial strategies that are holistic in nature. He is series 7 and 66 registered with LPL Financial and conducts business in numerous states.
Using a planning-based approach his team works as his client's advocate building strategies that are designed with the goal to minimize the impact of market fluctuations and taxes, and seek to achieve both short and long term goals.
Dan’s certification in Long Term Planning, CLTC, allows him to offer a differentiated perspective on how to mitigate the high cost of long term in home or nursing home care.
His previous work experience includes global responsibility with Fortune 50 companies as well as turnaround experience as a CEO in the medical device space. Dan's skill in identifying and deploying resources to evaluate complex issues is what differentiates him from others in the financial advisory field.
Dan and his wife Kim live in Hopkinton, MA and have three grown children.
Left to right: Dan Muscatello, John J. McCarthy, John Kerr and Ted Burke.
Seated: Thomas P. Loonie.
Not pictured: Joseph Donovan, Susan P. McGuire
1900 West Park Drive, Suite 280
Westborough, MA 01581
Bay Financial Associates ~ 781-893-0909 ~ Email
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.