
Shaobei 'Betty' Daniels
Client Advisor
Office: Quincy, MA
Team: Wealth Management
Education & Certificates
A.A., Tourism College of Zhejiang
Professional Background
Before joining CW Advisors, I worked for Harbour Planning Group & Joseph Cahill & Associates for three years providing insurance and tax preparation services. In 2009, I joined Fernwood Investment Management, where I provide comprehensive and attentive service to clients through consistent support and communication. I immigrated to Massachusetts from Hangzhou, China in 2006 and was proudly sworn in as a U.S. citizen in 2011.
Personal Interests
In my spare time, I love spending time with my family and enjoy traveling to explore diverse cultures. I am also a Karaoke lover, a foodie, and an embroidery enthusiast.