Daniel Gale

Wealth and financial advisor
  • 30 Years of Experience
  • Work Experience with Dime Savings Bank (Citizens Bank), Fleet Bank (Bank of America), Morgan Stanley and Smith Barney
  • Estate Planning and Trust Services
  • Member – Estate Planning Council of Eastern NY
More About Daniel

Dan Gale’s professional career started over 30 years ago with Dime Savings Bank (Citizens Bank), where he developed his financial service skills and desire to educate people on the importance of financial planning. He later joined Fleet Bank (Bank of America), where he spent the ten years expanding his knowledge of personal finance and trust services. Dan continued his career as a Senior Portfolio Manager with Smith Barney (Morgan Stanley). He holds the Certified Trust & Financial Advisor designation from The Institute of Certified Bankers.

Dan grew up in northern NY, received a Bachelor of Arts degree from Keuka College, and lives in Saratoga Springs, NY with his wife Diane and two daughters. He is a graduate of Leadership Saratoga, he serves as a Keuka College Trustee, and is a member of the Estate Planning Council of Eastern NY, Inc.  He previously served as Councilman for the Town of Northumberland and has been active on the Schuyler Park Committee.

He enjoys coaching soccer, the outdoors, music, family, friends and summer on the Great Sacandaga Lake.

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