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Dan Miles

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Dan received his Bachelor of Science Degree from Salem State College in Salem, MA. He also completed numerous Financial Planning, Estate Planning, Investing, and Insurance courses from The American College. Prior to entering the financial services and insurance industry, Dan worked in the non-profit sector for over 20 years, primarily in the Development, Finance, and Research areas.

Since 2004, Dan has been active in the financial planning industry, providing objective advice and innovative financial strategies to individuals, professionals and business owners faced with important decisions regarding retirement, estate planning, wealth management and advanced insurance applications. He has particular professional experience in Business Succession, Estate Planning, Retirement Plans, Employee Benefits, Disability, Long-Term Care, and Charitable Planning.

Dan is the recipient of several awards, including: the National Quality Award by the National Association of Insurance and Financial Advisors (NAIFA), the Agency Growth Award, the Long-Term Care Circle of Champions Award, and the Life All Star Award.

Dan holds the Chartered Life Underwriter (CLU) and LUTCF designations from The American College, the Certified in Long Term Care (CLTC) designation from the Corporation for Long Term Care, the Certified Gift Planning Associate (CGPA) designation from Crescendo Interactive’s Gift College, and the Chartered Benefits Consultant (CBC) designation. Dan is also a candidate at The American College for the Chartered Financial Consultant (ChFC), and Chartered Advisor in Philanthropy (CAP) designations, and is completing his certifications for the Certified Financial Planner (CFP) designation.

Dan maintains Life and Health licenses in NY, OH, MI, MA, and NJ, and Securities licenses in MA, NY, and OH. Dan is a Registered Representative and Investment Advisor Representative with Ameritas Investment Corp., a member of FINRA/SIPC.

Dan is a member of several Professional Organizations, including:

  • National Association of Insurance and Financial Advisors
  • National Association of Charitable Gift Planners
  • Planned Giving Council of Upstate New York
  • American Cancer Society National Professional Advisors Network
  • American Council on Gift Annuities
  • Dan also serves on the Advisory Board for Retirement Advisor magazine

Dan lives in the Rochester area with his wife and three sons.