Dan McCarthy, AWMA


Dan McCarthy founded The Quincy Group, Inc. in 2002 after beginning his career with American Express Financial Advisors then serving as Regional Director for Financial Services to the fast-growing Gilman & Ciocia, a New York-based company providing tax preparation and financial planning services from more than 30 offices.

A strong desire to help people and develop a relationship with each client continues to serve as the foundation for the Quincy Group, Inc. As President and Wealth Advisor, Dan works to educate and simplify complex financial information into understandable, individualized long-term plans to ‘help you live a richer life’.

Built one client at a time, The Quincy Group takes great pride in our RicherLife planning process, our Advocate Program and our team of conscientious hard-working people who are committed to the successes of each of our clients.

Raised in a humble middle-class New Bedford, MA neighborhood Dan is the oldest of six children and is heavily involved in the community he serves. He is a member of the Quincy Chamber of Commerce, Quincy Elks and is a former member of the St. John the Baptist Finance Committee as well as the Quincy Kiwanis Club. A former athlete himself and longtime coach and sponsor of local youth sports, he enjoys taking responsibility for others and their success; which translates directly to his client relationships. Having lost a brother to cancer in 2002, and having a son in long-term addiction recovery, Dan understands the struggles we all face and keeps that awareness at the forefront of what motivates him to help everyone around him be successful.

The one thing that is guaranteed to always bring a smile to Dan’s face is the sound of his children’s laughter. And that’s a lot of joy because he and his wife Ami have five children. Not to mention their three Bernese mountain dogs! While he was raised on the ocean in New England, as a self-proclaimed “mosquito delicacy” and not a huge fan of the sand, he now prefers to relax with a good spy novel by his pool.


“Nothing in the world can take the place of persistence. Talent will not: nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not: the world is full of educated derelicts. Persistence and determination alone are omnipotent.” - Calvin Coolidge

Phone (617) 847-4800 X 101