Income & Legacy Planner
Daniel Dolcini is a member of the BMA Advisory Committee, specializing in retirement, income, and legacy planning. Mr. Dolcini began his career as a stockbroker at Merrill Lynch in New York and has a broad background in the securities industry with 40 years of experience in investments and financial planning, working closely with analysts, traders and investment bankers at major New York investment firms Shearson Lehman Hutton, Oppenheimer, and Gruntal.
Prior to joining BMA, Mr. Dolcini held the Series 3, 7, and 63 securities licenses and in 2001 founded Dolcini Capital Management, attaining the Series 65 investment adviser license.
Mr. Dolcini received a Bachelor of Arts in psychology from Binghamton University and has pursued post-baccalaureate studies at the University of Pennsylvania and doctoral work in clinical psychology from La Salle University.