Daniel LeRoy

Senior Associate

Daniel is a Senior Associate and Financial Consultant with Phoenix Private Wealth, where he focuses on assisting clients with investment and retirement planning, tax mitigation, college planning and much more.

 

Before beginning his career at Phoenix Private Wealth he wanted to make sure he gave back in more than a weekend basis and decided to join the Peace Corps. Stationed in the Dominican Republic as a Small Business Development Volunteer, he was able to build two tour companies while managing a Cooperative of fishermen. In his spare time he taught English and Entrepreneurial classes in the community while working very closely with Rotary International and the local Government.

 

Brining his passion of helping those in need, he quickly became a leading force within phoenix Private Wealth by earning the Equitable Fast Start Award for his achievements.

 

Daniel is a Graduate of SUNY Geneseo with a degree in Business Administration. He holds the Series 7 and Series 66 registrations; and Life, Accident and Health Licenses.

 

His goal is simple though, to treat every client with respect and care while bringing the knowledge and support of his entire team for the most innovative concepts, strategies and qualifications in the financial world. 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phoenix Private Wealth is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 443-832-1926
LinkedIn