Daniel Kaufman

Background

About Daniel Kaufman

You really get me.” That’s one of the best compliments I can receive from the wide array of clients I proudly serve. Whether I’m helping a busy executive plan for retirement or a successful entrepreneur sell a business, I focus on guiding clients towards the achievement of their goals in a manner that addresses their needs and in a language they can easily understand. As an Equity Plan Specialist and Financial Advisor at The Greenspan Group at Morgan Stanley, I help successful professionals and business leaders better manage their total financial picture. I receive great satisfaction knowing I am making a significant impact on the quality of their lives, which is what I love most about my profession. Through a goals-based process and world-class resources, my colleagues and I work diligently to provide our clients with clarity and confidence about their finances. The solutions we recommend are carefully coordinated to provide the knowledge and insights needed to help our clients succeed in today’s fast-paced world. While I am responsible for various financial modeling activities for our group, I also enjoy building personal relationships with our clients to understand the specific goals they’ve set for themselves and their families. I then provide holistic financial planning services to help create an investment portfolio that aligns with their goals, timeframe and level of risk. Outside of the office, I bring the same level of energy and focus that I give to my clients to the organizations and activities I enjoy. Prior to becoming a Financial Advisor, and after a successful college career, I was a professional hockey player for the Huntsville Havoc. Today, I carry on my love of the sport by coaching youth hockey for the Washington Little Capitals. I am also a member of the Kiwanis Club of Washington D.C. and in my free time, enjoy working out, snowboarding and hiking with my dog, Jackson.