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
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November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now
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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 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 NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
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November 12, 2024When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read NowHow to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read NowCaring for aging relatives
November 12, 2024As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now