Daniel B Jones, CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor


Dan Jones resides on his family farm in West Winfield, New York with his wife Anne-Marie and their three children, Lauren, Addison, and Owen.  Dan enjoys spending time with his family, playing golf, and being active within his community. 

Dan Jones is a member of the Utica College Board of Trustees, Fort Schuyler Club Board of Members, and Treasurer at Mount Markham Youth Association.  


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