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Dan Ballou, CFP®

Senior Financial Advisor

Dan Ballou is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). He focuses on delivering exceptional client service and is responsible for assisting advisors with creating financial plans and implementing portfolio strategies. Dan also assists with the CTWM 401(k) seminars and presentations, where his strong ability to translate complex terminology into digestible content is helpful for clients.

Dan serves on the CTWM Investment and Charitable Outreach committees.

Originally entering the financial industry through marketing, Dan transitioned into wealth management as a Senior Wealth Management Specialist at Andover, Massachusetts-based Putnam Retail Management. Prior to his role at Putnam, he served as Regional Marketing Director and Senior Regional Marketing Associate, all while regularly earning top marks in peer evaluations for his diverse range of talent and experience.

Education

Dan Ballou graduated from the University of Miami, Coral Gables, Florida with a Bachelor of Business Administration. He is a CERTIFIED FINANCIAL PLANNER (CFP®) licensee.  

Affiliations & Community Involvement

Dan has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2021-2022); the elite list appearing annually in Connecticut Magazine.

Dan enjoys spending time outdoors in his free time. Some of his favorite activities include golfing, running, biking, hiking, and swimming. You can also find him spending time with his family and friends on the beaches of Cape Cod.

* The award is based on expertise, value for fee charged and overall satisfaction.

Senior Financial Advisor
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