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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• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IA
• ID
• IL
• LA
• MA
• ME
• MI
• MN
• NC
• NH
• NJ
• NY
• OH
• PA
• RI
• SC
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• TX
• VA
• VT
• WA

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.

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 US Coast Guard licensed captain, and spent his Summer's in college running a kids fishing camp out of Marblehead, MA. In the winter months, Will spends his time in the mountains skiing, with a personal favorite of Jackson Hole. Will currently lives in Charlestown with his wife Madeline.

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).

• 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.

Devon is a seasoned financial professional, new to Boston from Portsmouth, NH, bringing over 9 years of experience in the financial industry. Prior to his time working as Client Service Associate at Essential Planning LLC in NH, Devon worked in the banking industry for 7 years. Throughout these 9 years, it has not only allowed him to gain extensive experience in banking operations, financial planning, and brokerage account management but also in providing exceptional customer service and developing strong client relationships.

With Devon’s proven track record of success in managing client accounts and execution of client cash requests, we are confident you will enjoy partnering with him on all service needs.