Andrew Daniels

Managing Principal @ Commonwealth Financial Network

About Andrew Daniels

Andrew Daniels is the Managing Principal of Advisor Engagement at Commonwealth, having joined the firm in 1998 and significantly contributed to its development and community ethos.

Andrew Daniels at Commonwealth

Andrew Daniels currently serves as Managing Principal, Advisor Engagement at Commonwealth. Joining the firm in 1998, he has spent his career at Commonwealth contributing to various facets of the business. Initially, he worked in Operations, where he oversaw the predecessor of the Service Center. Over the span of 20 years, he transitioned to the business development side, coordinating and integrating the efforts of Marketing, Field Development, and Transition departments. He has been instrumental in promoting Commonwealth's unique culture and resources to prospective advisors. He describes the firm as a haven, appreciating the sense of community it offers.

Andrew Daniels' Education and Expertise

Andrew Daniels holds a Bachelor's degree in religion from Dartmouth College. He furthered his education by graduating from the Owner/President Management program at Harvard Business School. Andrew has leveraged his educational background to successfully oversee and develop various departments within Commonwealth. His combination of formal education and practical experience has equipped him with the knowledge and skills needed to lead the firm’s advisor engagement initiatives effectively.

Andrew Daniels' Background in Operations and Business Development

Andrew Daniels began his career at Commonwealth in Operations, overseeing the predecessor of the Service Center. Transitioning to the business development sector of the firm, he spent two decades coordinating and integrating efforts across Marketing, Field Development, and Transition departments. His roles over the years have been crucial in integrating Commonwealth's approach and resources for new advisors. His work has significantly contributed to promoting the firm's distinctive culture and maintaining its reputation within the industry.

Andrew Daniels' Personal Life and Passions

Outside of his professional life, Andrew Daniels is passionate about surfing and his family. He is a proud waterman, spending as much time as possible in, on, and near the ocean. Previously, Andrew served as a deck officer on two ocean-going tall ships. He has been married to his wife Laura for 25 years and is a father to two sons, Cheyne and Lincoln. His love for the ocean and his dedication to his family play a significant role in his life outside of Commonwealth.

Andrew Daniels' Commitment to Advisor Engagement at Commonwealth

Andrew Daniels is currently focused on deepening Commonwealth's engagement with its existing advisors. His work aims to strengthen efforts around community and connectivity within the firm. He views the home office staff and the firm's advisors as an extended family that has helped maintain Commonwealth as a sanctuary for its members. Andrew’s dedication to fostering a close-knit community within Commonwealth reflects his passion for people and relationships.

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