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J. Daniel Pluff
Dan is a Senior Vice President who joined Morgan Stanley in 1988, and continues to be a member of the Firm’s “President’s Club.” He has been in the financial services industry for over 25 years.
Dan is a graduate of the S. I. Newhouse School at Syracuse University. Upon the completion of executive education courses at the Wharton School at the University of Pennsylvania and the Graduate School of Business at the University of Chicago, he received a designation of Investment Management Consultant and currently serves a variety of individual, corporate and non-profit clients seeking investment and financial planning.
Working with The Pluff Hooley Black Group at Morgan Stanley, Dan focuses on investment planning and asset allocation, growth and income strategies and handles much of the Fixed Income analysis and trading.
Dan is active in the community and has previously served on the Board of Directors for Hospice of Central New York and was Chairman, Board of Directors for the OnCenter Complex in Syracuse. He currently serves on the Upstate Medical University Board. He and his wife Diane established a Fund through the Central New York Community Foundation to benefit hearing impaired children and they remain active in this charitable cause.
Dan created “Financial Fitness” on WCNY-TV, Syracuse and previously served as host and producer of the popular show for over 20 years.
Dan lives in Jamesville with his wife, Diane and daughters Sophia and Anna.
Financial Planning with J. Daniel Pluff is a series of podcasts addressing specific issues in investing and financial planning. Listeners can expect tips for planning for your future and investment advice, along with market analysis. Special guests will be featured periodically to share their insight and expertise.
Questions or suggestions can be directed to J. Daniel Pluff.