Daniel M. Shevlin

Daniel M. Shevlin

CFP®, CLU®, RICP®
LPL Financial Advisor

Dan is a graduate of St. Bonaventure University with a Bachelor's degree in Finance.  He is a CERTIFIED FINANCIAL PLANNER™  Professional (CFP®), Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®), and past president, of the Delaware County Association of Financial Advisors.  A member of the Chester County Estate Planning Council. Dan was selected in Philadelphia Magazine's 2012 Philadelphia Five Star Wealth Managers.* This designation is presented to a select group representing less than 3 percent of the wealth managers in the Philadelphia area.  He lives in Thornton with his wife Linda and their four children.

*The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers.

Phone (610) 701-0499
Fax (610) 701-0110