Insight-based advice

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Jonathan “Jock” Danforth started his career in the financial services industry in 1986 at Merrill Lynch where he stayed until 2000 when he was recruited to join UBS.

Born in Buenos Aires Argentina, he grew up in Fairfield CT and in Wilmington DE, as one of five siblings. He graduated Cum Laude from Westminster School in Simsbury Connecticut and went on to earn his Bachelor of Science degree in Geology, from Saint Lawrence University in Canton NY.

His love for geology brought him to Denver, and Alaska - above the Arctic Circle and then the open ocean on a few different ships off the East coast of the United States during his stint as a geologist.

Jock’s love for the ocean found him earning his 100-ton US Coast Guard captain’s license where he continues to enjoy time on the water in the warmer months with family and friends and doing occasional fishing charters.

Being a Captain; Jock understands risk and the art of protecting his passengers on their journey, thus, thoughtful planning and protection have been a theme for the Danforth team for 3 decades and now spanning 2 generations as his son William has been in the business for 6 years, and recently joined Danforth Wealth Management from Fidelity.

Jock currently serves on the investment committee for Old North church; he served as president of Maddie’s Anglers Club and is a former Co-chair of the Eastern Yacht Club Race Committee. He was also the President of the Marblehead/Swampscott Youth Lacrosse League. Jock's other community involvement also includes supporting the ALS therapy development Institute and being a supporter of Pete Frates’ Team Freight Train, a hero and friend of the family.

Jock is an avid skier and water sports enthusiast; he met his wife Amy in Denver and they have lived in Marblehead Massachusetts since 1990. They have two other adult children, Kate, and Maggie, and all three live in the Boston area. Will is recently married and living in Charlestown.

• Westminster School, Cum Laude
• Saint Lawrence University, B.S. in Geology

• Wealth Advisor

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Will began his career in financial services in 2014 with Fidelity Investments after graduating from the College of Charleston with a major in Business Administration. He joined UBS as a Vice President in 2019 for the Danforth Wealth Management group. While at Fidelity, he was a financial advisor supporting over 300 households in the Boston Back Bay office.

Will attended high school in Connecticut, at Westminster School. He played lacrosse, squash, and paddle tennis while attending. In his time spent outside of the office, one can find Will on his fishing boat targeting Bluefin tuna and Striped Bass. Will is a former US Coast Guard licensed captain, and spent his Summer's in college running a kids fishing camp out of Marblehead, MA. When not fishing, you can find Will out on the golf course at the local club, meddling in mediocrity and the elusive lower handicap. In the winter months, Will spends his time in the mountains skiing, with a personal favorite of Jackson Hole. Will currently lives in Marblehead with his wife Madeline. They have a Golden Retriever named Tuna that is in-tow for all activities. Will and Madeline are expecting their first child, a baby girl in May.

Will is FINRA registered and holds a Series 7, 63, 66, and is currently licensed in 22 states. In 2018, Will earned his designation as a Certified Financial Planner (CFP®).

• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• College of Charleston, Business Administration

• CERTIFIED FINANCIAL PLANNER®

Monica is an experienced service associate, with over 20 years of experience in a variety of administrative roles servicing high net worth families and non-profit institutions. She supports Danforth Wealth Management for all client service needs. She has two children at home, Richie and Clara, and lives with her husband Rich in Essex, MA.

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Janelle joined UBS in October of 2021 and is currently a Registered Client Service Associate. Janelle provides administrative support and helps to assist clients with their everyday needs. She graduated from The University of Massachusetts Lowell where she earned her Bachelor of Science and her MBA in Finance. Janelle enjoys traveling and spending time with family and friends.

Jamie joined UBS in 2015 as a Client Service Associate supporting Financial Advisors primarily with HNW/UHNW/Private Equity clients. Jamie provides administrative support and guides clients through the onboarding process, monitors account transfers, and focuses on servicing clients with their daily needs. In her spare time, she enjoys spending time with her family and friends, and is an avid Syracuse Basketball fan. Jamie graduated from Bentley University and resides in Hanover, MA with her husband.