Daniel St Jean
Login to view DISC.Daniel St Jean is an experienced Financial Advisor with Baystate Financial, specializing in retirement strategies, estate conservation, and business succession planning for a diverse clientele. He leverages his business education from the University of Massachusetts Lowell to help clients design, implement, and monitor their long-term financial objectives.
He serves on the Professional Advisory Committee for the Greater Lowell Community Foundation, demonstrating a commitment to philanthropy and community engagement in the Lowell area. This involvement aligns with his educational roots in the same city.
Unique fact: Daniel is a perennial qualifier for the Million Dollar Round Table, a global standard of excellence in the life insurance and financial services business.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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