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Morgan Stanley  

1290 Avenue of the Americas - New York, NY 10104
The Dolan Group & You As the financial world becomes more complex and investment choices multiply, careful planning becomes more important in helping you and your family achieve your financial goals. The Dolan Group is committed to helping you preserve and grow your assets while inspiring a level of confidence that enables you to focus on the aspects of life you care most about. Your goals become our focus and achieving them becomes a commitment we both share.

Dan Dolan - 917-612-2619  



My Expertise
I joined the financial services industry in 1999 upon completion of my degree from Syracuse University in upstate New York. As a member of the Dolan Group at Morgan Stanley I assume the role of financial advisor as well as the head of our team's financial planning process. In addition to these roles, I deliver a personalized approach by helping individuals in the retirement, wealth accumulation, preservation and transfer areas. Outside of Morgan Stanley I enjoy many hobbies and interests. I especially love watching the history, discovery and learning channels and specifically documentaries focusing on historical places and people. I also very much enjoy quiets nights at my home in Rockland county, New York with my wife Holly and four pets. I'm also an avid supporter of the Syracuse University Orange basketball/ football programs and enjoy participating in various sporting leagues.

Services
401k Plans
Education Planning & 529 Plans
Financial Advisors - Asset Management
Financial Advisors - Stocks & Bonds
Financial Planning & Investment Advice
and more...

Years Experience
17

Licenses
Series 7, Series 63 & 65, Licensed by the NASD in annuities and insurance. Licensed member of the Chartered Retirement Planning Counselor program.

Insurance
Life and Long Term Care Insurance

Degrees
Bachelors of Science in Finance and Marketing
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About Us  
The Dolan Group  

As the financial world becomes more complex and investment choices multiply, careful planning becomes more important in helping you and your family achieve your financial goals. The Dolan Group is committed to helping you preserve and grow your assets while inspiring a level of confidence that enables you to focus on the aspects of life you care most about. Your goals become our focus and achieving them becomes a commitment we both share.
As a team of five professionals, we are well versed in virtually all client needs, from wealth creation/preservation opportunities to tax efficient investing and retirement planning. Each member of the Dolan Group brings his or her extensive experience and skills to the table every day, with one focus in mind: helping you and your family achieve your financial goals
About Us Image 1
How We Charge For Our Services
401k Plans
- 1.00 to 1.50 percent of assets under management
401(k) business is also a part of my annual fee. No additional charges for this service.

Education Planning & 529 Plans
- 1.00 to 1.50 percent of assets under management
Developing an education plan for your children falls under my annual fee. There's no additional charge for placing an education plan in place.

Financial Advisors - Asset Management
- 1.00 to 1.50 percent of assets under management
In order to be on the same side of the table as my client, I charge an annual fee based on the level of assets under management. The more the client makes the more I make so our interests are aligned. Retirement Planning, Financial Planning, 529's, stocks/ bond purchases are all covered under this fee.

Financial Advisors - Stocks & Bonds
- 1.00 to 1.50 percent of assets under management
The 1-1.5% annual management fee is all encompassing. I do not charge for individual services..instead I provide many services for one fee per year.

Financial Planning & Investment Advice
- 1.00 to 1.50 percent of assets under management
A financial plan is the cornerstone of my practice and is provided at no extra cost outside of the annual 1% - 1.5% annual fee based on assets under management.

Retirement Planning & IRAs
- 1.00 to 1.50 percent of assets under management
Retirement plans are also covered under my one time annual fee.

* All information in this profile, including licensing, has been provided by Morgan Stanley. This information is not verified by ProMatcher.

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