On almost every day for the last two decades, Dan Dodderidge has been reminded why he got into this business – the people. In his role as Senior Vice President – Investments at Merritt Point Wealth Advisors (MPWA), he draws on his midwestern roots to deliver an uncommon wealth planning experience that puts his client’s whole financial life together.
No two people are the same, which is why Dan frames his advice and investment selection around his client’s unique goals and dreams. Dan earned the Retirement Income Certified Professional© designation to give an even greater depth of advice to his clients. After spending 20+ years building his practice at Morgan Stanley & Wells Fargo Advisors, he joined MPWA to pair their world-class resources with his planning-based investment process.
As well, he’s been recognized by his peers with awards for his past work as a speaker and published author. A lifelong learner both in and out of the office, Dan is not only a Lincoln historian but also a member of the International Churchill Society.
The tenants of selflessness and community stewardship are in Dan’s DNA. He’s spent Thanksgivings working at a homeless shelter, served at multiple soup kitchens in NYC, and has past tenures as a board member for multiple charities, including Episcopal Social Services. In his free time, you’ll find him checking in on adult children Brad & Brooke, or enjoying walks along the scenic Westport coast with his wonderful wife Nancy!