Daniel J. Drabinski, CFA®, MSFS, AEP®, CMT®, CFBS®, CLTC®, CAP®, RICP®

Daniel J. Drabinski, CFA®, MSFS, AEP®, CMT®, CFBS®, CLTC®, CAP®, RICP®

Agency Managing Director of Business & Estate Planning

Domicile State: TX
California Insurance License #: 0193421

Dan Drabinski provides total financial needs analysis through a network of experienced professionals with expertise in:

✥ Advisory services
✥ Retirement analysis and programs
✥ Estate strategies
✥ Employee benefit and retention strategies
✥ Business continuation strategies
✥ Trust services

Mr. Drabinski has over 23 years of experience in the financial industry, working in trading, portfolio management, private equity and advisory. He received a Bachelor’s of Science in Corporate Finance & Investments from Babson College, where he won the college's Business Plan Competition, and completed the Masters of Science in Financial Services and Accredited Estate Planner program through the American College. Mr. Drabinski has earned the right to use the CFA, MSFS, CMT, CFBS, AEP, RICP, CAP and CLTC designations. He and his wife Elizabeth live in University Park, Texas along with their four children. He is active in the local community, serving as Board Chairman of the Moody Family Park Cities YMCA, the Board of the Rotary Club of Park Cities, the Board of the Dallas Estate Planning Council, Executive Committee of ProVisors-Dallas, and contributes as an active member of the CFA Society of DFW, the ACG, the Dallas Rugby Foundation, the Dallas Rowing Club and the Christ the King Kingsmen. He has been recognized for numerous industry recognitions including MDRT, Society 1851, Blue Chip, Freshman 5 and was a finalist for the 2019 Financial Advisor Volunteer of the Year award.

  • Served as Portfolio Manager, Head of Distressed Trading and Senior Credit Trader for Highland Capital Management from 2005-2013.  Highland specializes in credit hedge funds, long-only funds and separate accounts, distressed and special situations private equity, and collateralized loan obligations (CLOs);

  • Former Head Trader, ORIX Capital from 2001-2005, focused on Middle-Market Lending & Private Equity;

  • Analyst, Seaboard Ventures from 1999-2001.  Seaboard focused on early stage capital infusions and advisory;

  • Analyst, Bear, Stearns & Co. from 1997-1999.  Trained on the Institutional trading desk, Boston, MA;

  • Recipient of the 2014 MassMutual 'Freshman Five' Award as a top five new Advisor in North America; 

  • 2018 MassMutual Blue Chip Producer and Society 1851 member; Rising Leader- 2014, 2015, 2016, 2017;

  • 2016 and 2017 MassMutual Dallas-Fort Worth Top Producer- Years 1-4; Ranked #1 in Total Production, Lives, Whole Life and Disability categories;

  • Completed the Certified Family Business Specialist Program (CFBS) Certificate in Business Succession Planning and Closely-held Business Evaluation Program (ChBEP) through MassMutual & The American College

CRN202301-276683

Phone 972-348-6373
Fax 972-348-6399
Mobile Phone 214-708-9878