Dan Gilligan

About Dan Gilligan

As a proud Windsor resident, I am honored to partner with families and small businesses in my community to make a positive and lasting impact on their lives. These relationships go well beyond investing. Deep personal relationships are the foundation of our partnership. I am fascinated by people\'s unique life stories. Through understanding my clients’ hopes, dreams and concerns, I develop comprehensive strategies to help them grow their wealth, protect their wealth and ultimately transfer their wealth to their children.I can most directly help clients who are looking to prepare for retirement. For many families, this means having a plan that balances retirement with other goals, such as paying for their children’s education—as I am currently doing for my family.With an appreciation for families’ demanding schedules, I accommodate flexible appointment times, including after work hours and Saturday mornings. You will not reach an impersonal 800 number here. Your calls will be answered by me or my Branch Office Administrator, Carol. Our goal is for clients to be so delighted with our service that they will confidently refer their friends and family.On a personal note, my wife, Sarah, and I have lived in Windsor for 24 years along with our two daughters. When I\'m not working, you may find me and Sarah dining at a local restaurant, riding our bikes around town or hiking at Northwest Park. I am also a member of the Windsor Chamber of Commerce and Kiwanis Club.I would welcome a no-obligation meeting to explore what\'s most important to you. I am conveniently located in the Price Chopper Plaza on Poquonock Ave. in Windsor. Our office number is (860) instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Aug 2017 — Present · Windsor, CT, US

Education

• Central Connecticut State University

  Bachelor of Science (B.S.), Marketing

Skills

• Forecasting
• Cold Calling
• Leadership
• Sales Process
• Business Development
• Risk Assessment
• Crm
• Insurance
• Claims Management
• Management
• Solution Selling
• Direct Sales
• Selling
• Enterprise Software
• Education Savings Options/Strategies
• Sales Management
• B2b
• Sales
• Asset Allocation Strategies
• Sales Operations
• Customer Retention
• Professional Services
• Saas
• Training
• New Business Development
• Sales Presentations
• Retirement Planning
• Estate and Legacy Considerations
• Strategic Planning
• Salesforce.com
• Lead Generation
• 401k/Ira Rollover Options