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Dan Roth, ChFC®
Financial Advisor

Dan Roth

Dan Roth was raised in Connecticut as the youngest of three children. A family-owned pharmacy and healthcare business gave Dan an early introduction and unique opportunity to be involved in the many facets of a business's evolution and growth.

Prior to his arrival at Cary Stamp and Company, Dan was the founder of an artistic metal design company in Palm Beach. He designed and built furniture, gates, and ornamental pieces for luxury homes in the area.

As his business achieved success, Dan's vocational interest changed direction towards the financial world. Based on this passion and his strong business ethics foundation, Dan chose a career-altering decision to transition full-time to the financial sector and become a trusted advisor to others.

Dan resides in Palm Beach Gardens, FL with his two beloved dogs. A strong believer in community involvement, he actively participates in several charitable organizations and many community events. During free time, Dan enjoys tending to his vast Bonsai collection, golfing, and racquetball. His desire to indulge his creative side is further demonstrated in music as a self-taught and accomplished drummer, guitarist, and pianist.

He continues to pursue advanced financial designations as a means to be the best, most informed, and trusted advisor for his many clients.

“I love working with people, and I’m grateful for clients who entrust me to provide personalized fiduciary advice. It’s fulfilling to watch clients mature in their approach to financial matters as they recognize the impact that expert advice can have on their future.”

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Take Advantage of Underutilized Employee Benefits during Open Enrollment

By Andrew Trammell | October 28, 2019

While most people look forward to Thanksgiving during November, it’s important not to gloss over the importance of your Open Enrollment and Employee Benefits packets. For most employees, Open Enrollment occurs every November and means attending a few review workshops and making selections. Reviewing your employee benefits is a crucial step that sets the stage…

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MEET THE TEAM:
Patrick Thompson
Chief Operating Officer

By Josh Weller | October 16, 2019

Duty, Faith, and Family “In my teenage years, as I was heading out of the house for the evening, my Dad would say ‘Patrick, don’t forget you’re representing our family. Act accordingly.’ It was an upbringing steeped in faith and responsibility, and I’m glad it was. It seems to have turned out well.” Born in…

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State-of-Florida-Drop-Retirement-Plan

State of Florida Employees:
A “DROP” to Benefit From!

By Andrew Trammell | October 15, 2019

An Overview of the Florida Retirement System (FRS) Deferred Retirement Option Program (DROP) If you’re a member of the Florida Pension Plan you have access to a unique retirement benefit that can kick-start your retirement in a positive direction: The Deferred Retirement Option Program (DROP). First things first: check with the FRS to make sure…

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