Dan Stanyon, CTFA
Financial Advisor
275 Kennedy Drive
So. Burlington, VT 05403
802-865-1827
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Undergrad:
University of Vermont -
Grad/additional:
Cannon Financial Institute -
Affiliations:
Certified Trust and Financial Advisor -
Started at MB:
2007 -
Years in VT:
Since 1983 -
Years in Banking/Finance:
Since 1988 -
Years in Investment Management:
Since 1998 -
Native of:
New York
A Little More Background
Growing up around family members who ran small businesses, Dan always enjoyed interacting with customers. Today, with more than 20 years in banking, he helps customers find solutions to their needs and achieve their most important financial goals. Outside of work, he volunteers with several community organizations, and plans to take on the 251 Club challenge: visiting all of Vermont's 251 towns.
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Emotional decisions have negatively impacted some of my investment decisions.
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Our non-profit needs more responsible management of its funds.
I run a successful business, but need help planning a successful retirement.
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