
Daniel C. CoteDaniel C. Cote, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Daniel
Dan Cote is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
Dan is a Senior Partner in The Dolgoff Group. He and his team manage relationships for a range of corporate executives and institutions, offering services including equity strategies, manager selection and due diligence. Dan tailors these services to meet the strategic requirements, risk tolerance and cash flow objectives of his clients, and articulates J.P. Morgan's investment thesis in response to market conditions.
Dan has almost 20 years of experience in the financial services industry. He began his career as a Sales Associate at Citibank in 2003 and moved to a J.P. Morgan predecessor firm in 2005. Dan credits J.P. Morgan's service-driven business model, coupled with the company's reputation for working with early-stage entrepreneurs, as primary ingredients in the success of his team.
His interest in financial services began when he worked as an intern in college for a major brokerage firm. Dan observed how Financial Advisors provided research and analysis to busy clients, and he recognized the importance of having an opinion and philosophy to keep the client focused on the long-term investment strategy. This experience propelled him to obtain the CFP® designation in 2019.
Dan graduated from the University of Massachusetts at Dartmouth with a B.S. in Finance. He and his wife, Julie, live in Andover, Massachusetts, with their three sons, Benjamin, Owen and Charlie. He enjoys playing golf, soccer and basketball. He also is heavily involved in Andover's Youth Soccer Association.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now
How AI can boost productivity and jump start growth
September 4, 2025Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Financial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now
How AI can boost productivity and jump start growth
September 4, 2025Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Financial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now