Daniel S. Melville

Daniel S. Melville, MBA, CFS®
Partner, Financial Advisor

Connect with Daniel

Dan is a registered representative of Financial Voyages who is passionate about helping his clients work towards and attain their personal and financial goals. This is achieved by providing honest and individually tailored solutions to his client’s financial challenges.

From pre-retirees wondering if they are on track to retire, to mature investors focused on estate planning, the scope of services provided is designed by careful analysis of his client’s needs, risk tolerance, goals, and investments philosophy. Dan believes in offering unbiased guidance and independent product solutions for his clients with diligent monitoring and effective communication throughout the way. Building long-term relationships is the primary focus of his practice.

Dan currently holds the Certified Fund Specialist® (CFS®) designation from the Institute of Business and Finance. He also holds his FINRA Series 7 and his FINRA Series 66 licenses. Finally, Dan holds life, accident and health insurance licenses. Dan graduated from Susquehanna University with honors while studying Finance and Economics, and later received a Master’s Degree in Business Management from West Chester University. In 2020 Dan was named Top 40 Wealth Managers under the age of 40 in the United States by Fortune Magazine. Dan also received the Five Star Wealth Manager award in 2019, 2020 and 2021 as featured in the Wall Street Journal.

Dan’s passion for helping others goes beyond his work at Financial Voyages. In his free time he enjoys volunteering at Perkiomen Township Fire Company where he serves the community as a firefighter. Dan was named firefighter of the year in 2007 and promoted to Lieutenant in 2016. Dan also participated in the Boy Scouts of America where he reached the rank of Eagle Scout, the highest honor for those involved in Scouting. Dan currently resides on 15 acres of preserved forestry in Limerick, PA.

Outside of the office!

{Sing with us…} Dan, Dan the Fireman…if he can’t do it no one can!

Talented and Youthful, Dan brings a fresh perspective to the team at Financial Voyages.  We often think he’s an old soul trapped in a young man’s body – his favorite movies are “Airplane!” and “My Cousin Vinny” and he’s dedicated to volunteerism serving as a Firefighter and the Vice President for Perkiomen Township Fire Company.

Newly married, Dan said if he didn’t have to sleep he’d use that time to exercise or spend time with his wife.  (We will have to revisit that answer in another 10-15 years and see if it changes any.)  We’re surprised he didn’t say he’d spend time perfecting his go-to Karaoke song of “Rapper’s Delight.” He must be pretty confident in his performance skills.

Dan has a finely-tuned sense of humor.  His favorite holidays include April Fools Day (no joke!) and Fourth of July (‘Merica.)  Anyone who is lucky enough to know Dan, immediately sees how intelligent and loyal he is which are words often used to describe dogs. Strangely enough, dogs happen to be Dan’s preference in the age old “dogs vs cats” debate.

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