Dane Hardee

Senior Investment Associate

I assist our clients to take a journey toward achieving their financial goals. I coordinate with our director of financial planning to ensure our investment recommendations are in line with the risk and goal in their plan. I accomplish this by working closely with our clients to offer investment strategies to account for progress and changes in their lives. I focus our clients on the best financial path for achieving their most important goals.

Prior to arriving at our firm, I worked at State Street Bank on the institutional side of money management. I attended the University of South Carolina and graduated from Berklee College of Music with a BM in Performance and Professional Music.  I enjoy playing guitar, seeing live music, and am a big college football fan.

Credentials and accomplishments

  • Series 7 & 66
  • MA & NC Life, accident & health insurance license




Phone 617-728-7448