Dan Nardolillo

Dan Nardolillo is the Head of Operations and Trading at WealthPlan Advantage.

Dan oversees all day-to-day service activities, portfolio allocation, and money flows to and from client accounts. Dan also plays a key role in client onboarding and the implementation of financial plans, utilizing the eMoney software including its digital statement share tool. Dan takes pride in embodying WealthPlan’s mission of “Simplicity”, making the financial planning process as seamless as possible for our clients.

Dan joined WealthPlan in the summer of 2015 after graduating from Boston College, receiving a Bachelor of Science degree in Psychology. He also completed the Summer Management Catalyst Program within the Carroll School of Management. Dan holds his FINRA Series 7 and 66 licenses, as well as his Life and Health Insurance license.

Dan enjoys travel, film, sports (Go Bengals) and spending time with family, especially on Long Beach Island. He currently resides in Jersey City, NJ with his wife Sarah.

Check the background of this investment professional on FINRA’s BrokerCheck.