Daniel Smith

Daniel Smith

Vice President / Wealth Management

Phone: 518-426-6258
Fax: 518-426-3038
E-mail:


Dan Smith joined our team on January 2008 and has worked with me previouly at First Albany Corporation.  He has over 20 years experience in the finanical industry and is currently working on his Certified Financial Planner degree (CFP).  Dan assists our clients with financial and estate planning needs along with insurance and investment strategies.  Dan welcomes the opportunity to provide the Herd Team clients with comprehensive financial plans.  He is a Vice President/Financial Planner at Janney.