Dan Ferrara
Dan is a Lead Advisor with Waterway Wealth Advisors, a division of Westchester Benefit Group, bringing more than 30 years of experience helping high-net-worth individuals, families, and business owners preserve, grow, and transition wealth with confidence.
Throughout his career, Dan has guided clients through multiple market cycles, economic environments, and periods of change. His depth of experience provides valuable perspective and disciplined decision-making across investment management, retirement planning, risk management, and long-term wealth preservation strategies.
Dan takes a planning-first, client-centered approach, focusing on understanding each client's complete financial picture before developing customized strategies aligned with their goals, values, and legacy aspirations. He is known for his thoughtful guidance, steady leadership, and commitment to helping clients make informed decisions through both calm and uncertain markets.
While grounded in a long-term investment philosophy, Dan stays actively engaged with evolving market trends, economic developments, and emerging investment opportunities. He closely follows developments in areas such as artificial intelligence, technology, and innovation, believing that understanding these changes can provide valuable insight when evaluating investment opportunities and risks. By combining ongoing research with a disciplined planning process, Dan helps clients navigate an ever-changing investment landscape while remaining focused on their long-term financial goals.
As part of the Waterway Wealth Advisors and Westchester Benefit Group team, Dan collaborates closely with the firm's in-house CERTIFIED FINANCIAL PLANNER™ professionals, as well as retained CPAs and estate planning attorneys, helping ensure clients receive coordinated guidance across all areas of their financial lives.
Dan maintains the appropriate securities and insurance licenses and remains committed to ongoing education, allowing him to stay current on evolving markets, planning strategies, and wealth management best practices.
Outside of the office, Dan enjoys spending time with family and friends and brings the same integrity, consistency, and long-term perspective to his personal life that he brings to his client relationships.
Licenses & Registrations:
Series 7 – General Securities Representative Examination
Series 63 – Uniform Securities Agent State Law Examination
Series 65 – Uniform Investment Adviser Law Examination
Life, Accident & Health Insurance
Dan is a Registered Representative with Kestra Investment Services, LLC and an Investment Adviser Representative with Kestra Advisory Services, LLC.