Dan Gilligan

Financial Advisor with Edward Jones

As a proud Windsor resident, I am honored to partner with families and small businesses in my community to make a positive and lasting impact on their lives.

 These relationships go well beyond investing. Deep personal relationships are the foundation of our partnership. I am fascinated by people's unique life stories. Through understanding my clients’ hopes, dreams and concerns, I develop comprehensive strategies to help them grow their wealth, protect their wealth and ultimately transfer their wealth to their children.

 I can most directly help clients who are looking to prepare for retirement. For many families, this means having a plan that balances retirement with other goals, such as paying for their children’s education—as I am currently doing for my family.

On a personal note, my wife, Sarah, and I have lived in Windsor for 27 years along with our two daughters. When I'm not working, you may find me and Sarah dining at a local restaurant, riding our bikes around town or hiking at Northwest Park. I am also a member of the Windsor Chamber of Commerce and Kiwanis Club.