Dan Cavise has over 15 years of experience in the financial services industry working with firms such as Merrill Lynch and UBS. He aims to provide the best service in the industry and understands the importance of not only growing, but preserving his client’s assets. Mr. Cavise joined Gladstone Wealth Group because he wanted to be part of a boutique firm that offered highly specialized services that can be tailored to each client’s needs.
Mr. Cavise is a graduate of The American University in Washington D.C. with a Bachelor of Arts and a dual concentration in Finance and Public Communication. He is also an active participant in numerous charitable endeavors such as The Eric Johnson House in Morristown, NJ; The Western North Carolina AIDS Project in Asheville, NC; and The Lt. Dennis W. Zilinski Memorial fund in Holmdel, NJ. He is an avid sports fan who likes to collect autographed memorabilia and a classic car enthusiast. Mr. Cavise lives in Fair Haven, NJ with his wife Kelly and three children.