Daniel Pratley
Student at University of Richmond
- Role
- Tax and Wealth Management Intern at The Dowling Group
- Location
- Riverside, CT, US
- LinkedIn followers
- 500 followers
Experience
Tax and Wealth Management Intern
May 2025 — Present · Riverisde, CT, US
Supported personal finance and wealth management operations including tax strategy, retirement planning, and investment portfolio reviews- Conducted market and investment research to assist advisors in evaluating stocks, mutual funds, ETFs, and alternative investment options- Prepared and organized client financial reports and custom expense sheets, ensuring accuracy and clarity for advisor presentations- Assisted in tax preparation and filing processes by reviewing documentation and ensuring compliance with IRS regulations- Collaborated with the advisory team to identify opportunities for portfolio optimization aligned with client goals and risk profiles- Designed custom Fidelity mutual fund portfolios for clients based on their investment objectives and risk tolerance- Observed and contributed to wealth management client meetings, gaining firsthand exposure to advisor–client communication and financial planning strategies.
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