Daniel J. Treanor
Senior Vice President & Financial Advisor
As a Senior Vice President and Financial Advisor at Seventy2 Capital, Daniel strives to make clients’ lives easier through planning for retirement, educational expenses, charitable giving, insurance, and estate protection. In his role, he takes the time to get to know his clients and their financial goals, and then creates a roadmap to help achieve them. Daniel offers a wide range of wealth management services, utilizing best-in-class research and a propriety investment selection process with an emphasis on tax-sensitive investing. Based on clients’ specific needs, he can help them build and maintain the wealth and financial freedom they desire.
Daniel has worked in the financial services industry for over 25 years Prior to joining Seventy2 Capital, he served with practices including, A.G. Edwards & Sons, Wachovia, and Wells Fargo Advisors. He received his Bachelor’s Degree in Human Relations from St. Josephs College. Outside of work, Daniel enjoys spending his time with his family and friends.