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First Command Lexington

Dan Ferris

First Command Financial Advisor
Contact
(781) 863-1122
5 Militia Dr
Lexington, Massachusetts, 02420
Get directions to First Command Financial Advisor - Dan Ferris at 5 Militia Dr Lexington, MA
About Dan
Dan Ferris joined First Command Financial Services as a Financial Advisor in January 2019. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.

Dan has a Bachelor's degree in Electrical Engineering from Norwich University and a Master's degree in Business Administration from UNC-Chapel Hill as well as a Masters degree from the Naval War College in Newport, RI. He holds Series 7 and 66 securities licenses plus life and health insurance licenses in Massachusetts and the surrounding states.

Dan is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.

In his free time, Dan enjoys working out, traveling, and spending time with friends.

First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company's Mission of Coaching those who serve in their pursuit of financial security.
Dan Focuses in:
  • Comprehensive financial planning
  • Budgeting
  • Retirement income planning
  • Education funding solutions
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