Daniel WarrenDaniel WarrenExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Daniel
Daniel Warren is a Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a partner of The Corbett Mason Group, he delivers comprehensive investment advisory services to a select group of high-net-worth individuals, C-suite executives, and corporations to help address the full range of their sophisticated requirements.
Dan has distinctive capabilities to support executives with concentrated equity positions. His targeted knowledge of stock options, restricted stock awards and 10b5-1 trading plans enables him to help clients diversify their holdings and make the most of their equity compensation programs. His command of 10b5-1 plan design and administration, reporting obligations and regulatory policies facilitates the full compliance of procedures and deadlines.
As a natural complement to his executive service offerings, Dan furnishes institutional-quality financial advisory guidance to help manage the full complement of individualized wealth management objectives, financial planning, coordinating with a client's accountant and estate planning attorney, and strategic investments. Dan's approach is proactive and he builds a rapport to establish trusted relationships. He likes the intellectual challenge of making the complex simple and helps ensure that nothing falls through the cracks.
Dan is a graduate of Bryant University where he earned a B.S. in Finance. With more than 17 years of industry experience, he joined The Corbett Mason Group at Bear Stearns immediately out of college. Most recently, the (Continued) 617.654.2285 daniel.warren@jpmorgan.com Daniel Warren Executive Director THE CORBETT MASON GROUP team was at Morgan Stanley before transitioning to J.P. Morgan in 2017. A student of the markets, Dan is pleased to offer clients high-quality support through the resources of one of the most respected banks in the world.
Dan resides in Rehoboth, MA, with his wife and two children. In his down time, he enjoys sailing, racing and spending time with his family on the water and in outdoor pursuits.
Insights
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
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What strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read Now
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November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read Now
How to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
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Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowLosing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now