Dan DanielFinancial Representative |
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Office: 919-755-3242 4020 Westchase Blvd Sign Up for My E-mail NewsletterStay informed on the latest financial security news you can use to help guide your future. Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
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Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the bestand worst scenarios. The relationship I establish with you enables me to provide you with the guidance you need to make the right choices. I can provide the collaberation you can rely on when making the most important decisions of your life.Daniel Named Managing Director in RaleighWallace G. (Dan) Daniel, Jr. is named managing director for the Raleigh office of the Northwestern Mutual Financial Network announced Mike Condrey, managing partner for the Network in eastern North Carolina. Daniel, a native of Henderson, will direct new financial representative recruiting and development for the office that currently has 27 financial representatives.Daniel joined the Carolina Condrey Group of the Northwestern Mutual Financial Network in 2001 after working 18 years in sales and management at various technology firms. He earned a bachelor's of science degree from the University of North Carolina-Greensboro and a master's degree in business administration from the University of North Carolina-Chapel Hill.He is a two-time recipient of the Financial Representative of the Year award from the Carolina Condrey Group and the 2004 winner of Salesperson of the Year awarded by the North Carolina Association of Insurance and Financial Advisors.
My MissionMy mission is to help my clients visualize and realize their potential. In my experience, the reasons people fail to achieve their potential, personally or financially, are procrastination, lack of vision, or a lack of guidance. That is where my experience comes in.When I meet with my clients, I take them off that treadmill called life. I encourage people to dream courageously and to take immediate, concrete steps to achieve these dreams. As a member of the Northwestern Mutual Financial Network, I have access to world-class insurance services and internationally recognized investment products which can be used to help clients implement their own vision.I want to build long-term, personal and professional relationships based on honesty, trust and mutual respect. My goal is to positively affect the lives that I touch.Northwestern Mutual Financial NetworkWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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Legal Notice | Online Privacy Statement | Customer Privacy Notice © 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.
Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Wallace G Daniel JR is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 4020 Westchase Blvd 2nd Floor # 275, Raleigh, NC 27607-3938, 919-834-7772, a wholly-owned company of NM, broker-dealer and member FINRA (www.finra.org) and SIPC. NM and the Carolina Condrey Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.
Wallace G Daniel JR is primarily licensed in North Carolina and may be licensed in other states. |
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