ABOUT US | Our Team

The people who work at Ball Financial not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.

Daniel Ball, ChFC®, CLTC
Financial Advisor

Dan brings more than 29 years of experience and a passion for assisting clients with value-based financial planning to his leadership role at Ball Financial Services. Immediately after graduating from college in 1985, Dan joined his father and brother in the family business, Ball Financial Services Company, continuing a tradition of quality financial service spanning four decades.

Dan is a graduate of the University of Massachusetts at Amherst, where he studied business management with a concentration in finance. Dan received the Chartered Financial Consultant® (ChFC®) designation from The American College, Bryn Mawr, Pennsylvania, where he studied estate planning, income taxation, insurance planning, employee benefits, and retirement planning. He also possesses the Certified in Long-Term Care (CLTC) designation, focusing on extended care planning and how longevity and its consequences affect families and their finances.

Dan helps people plan for and pursue financially secure futures. Clients working with Dan create a personal "Financial Road Map" that aligns their financial resources with their values, priorities, and most crucial needs. By urging clients to take this holistic look at their finances and why they invest, Dan guides them toward aligning their goals and financial choices with what’s truly important to them. With that clear focus on goals in place, he then works with clients to build an action plan with milestones that ensure the highest probability of achieving those goals.

Dan’s efforts are supported by his expert staff, Sue and Trish, and also the extensive wealth of resources of our broker/dealer, Commonwealth Financial Network® (Commonwealth).

Dan is an avid cyclist and participates in the Annual Mt. Washington Auto Road Hillclimb Race. He also participates in a number of other hill-climb races throughout the summer in the Northeast.

For 25 years, Dan and his wife, Cheryl, have participated in the Pan-Mass Challenge, an annual cycling event to support the Jimmy Fund. To date, they have raised more than $185,000 to help fund cancer research at the Dana Farber Cancer Institute.

When Dan isn’t training for the Mt. Washington Hillclimb Race, he enjoys collecting wine, playing golf, ballroom dancing, yoga, hiking, and skiing.

Longtime rider in the PMC shares why he rides

Sue Lister
Senior Financial Assistant

Sue joined Ball Financial Services in December 2008 as a Financial Assistant. In her role, Sue takes great care to ensure that clients receive the best possible service by promptly responding to any questions and assisting with their needs.

Sue came to Ball Financial Services from Fidelity Investments, where she was a Project Manager working in the Advertising Agency. Sue earned a BFA from University of Massachusetts at Dartmouth in graphic design and holds her FINRA Series 7 and 63 securities licenses. Sue is also in the process of pursuing her Financial Planning Certification (CFP).

In her spare time, Sue likes to read, cook and spend time with her family and friends.

Trish Robinson
Financial Assistant

Trish joined Ball Financial Services in December 2011 as a Financial Assistant. In this role, she helps coordinate appointments, manage investment accounts, and provide client service and planning.

Prior to Ball Financial Services, Trish spent 6 years at Martin-Wight & Company, LLC, in Hunt Valley, Maryland as the investment operations manager. Trish is a graduate of Mount St. Mary’s University, from which she earned a BA in sociology and a minor in history. Trish holds her FINRA Series 7 and 63 securities licenses.

She enjoys spending time with her husband and daughter, gardening, baking, tasting wine and visiting family down in Georgia and Maryland.

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