Daniel P. Jeffrey, CFP®, CRPC
Estate and Succession Planning Specialist
Lincoln Financial Advisors
Office: (315) 428-8401
About Daniel...Daniel Jeffery is passionately committed to working with Agribusiness owners and their families throughout New York. His goal is to establish a lasting relationship with these clients and provide them with a sense of security for their future. For nearly 25 years, Daniel has been assisting his clients to help accumulate, preserve, and protect wealth for themselves, their children, and future generations. He employs a client-centric approach to addressing the estate and succession issues that face Agribusiness owners today to create a comprehensive plan of action to help meet their individual goals and objectives.
In addition to serving Agribusiness owners in his personal practice, Dan is a member of the NY Farm Bureau as well as volunteering time in his community. He serves on the Board of Directors for the George Wortley Foundation, which serves the Fayetteville Senior Center. He is also on the Board of Directors for the Cavalry Club in Manlius, NY and is an active member of the National Ski Patrol at Labrador Mountain. He is a former Big Brother for the Big Brothers Big Sisters of Onondaga County. He graduated from SUNY Plattsburgh with a BS in Business Management and resides in Manlius, NY with his wife Patricia and their two children.