Dan started his career in 1978 at Boenning & Scattergood. He was drawn to a small firm known for its strong core values where he could partner with his clients to gradually help them increase their investment assets. He has always worked out of the Pottstown office, a pleasant fifteen minute commute from his home in Boyertown, Pa.
In addition to holding the following Series 7, 8 ,9, 10, 63 and 65 licenses Dan added the CFP® certification which he achieved in 2003 to his list of industry recognized accomplishments.
He is a graduate of The Hill School and Dartmouth College. He has also taken advanced courses at the University of Munich, Germany.
He has been married to Ute for fifty-three years and they are the proud parents of Kim and Alex. They also have four grandchildren who live nearby and range in age from sixteen to nine.
Dan prides himself on establishing and maintaining a close personal relationship with clients.
Dan and client service associate Barb McMeekin serve our client family from the Pottstown branch.
Dan Boyer holds the Series 7, 8, 9, 10 63 and 65 registrations with LPL Financial.