Daniel Danese Email and Phone Number
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Daniel Danese personal email
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Legacy Solutions, Inc. is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment or mass financial services environments. Our clients are our highest priority. Although it is essential that we formulate the most effective strategies for our clients, it is equally important that they fully come to understand why such a strategy is most appropriate for them. This can only be achieved on a consistent basis through a firm which remains focused on the relationship in order to not only develop a most appropriate plan but also to assure exceptional execution...the Legacy Solution.Independent Contractor offering Advisory services through Capital Analysts or Lincoln Investment. Registered Investment Advisers.Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC.www.lincolninvestment.comLegacy Solutions, Inc. and the above firms are independent and non-affiliated.
Legacy Solutions Incorporated
View- Website:
- legacysolutions.org
- Employees:
- 4
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PresidentLegacy Solutions Incorporated Mar 2002 - PresentKennett Square, PennsylvaniaLegacy Solutions, Inc. specializes in wealth management, estate planning, retirement planning and executive benefits. Lincoln Investment, an independent broker-dealer, assists in securing and providing due diligence of select money managers and facilitates all securities transactions which are cleared through Pershing LLC (a subsidiary of The Bank of New York Mellon Corporation).Legacy Solutions specializes in providing financial education and developing financial plans for pre-retirees, retirees, and business owners while utilizing a comprehensive wealth management approach.
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Program DirectorUniversity Of Delaware Divison Of Professional And Continuing Studies Mar 2006 - Apr 2015I am the Program Director for the University of Delaware's Certificate in Planning Program. This is a 14-Month Course which satisfies the CFP Board's education requirement for becoming a CERTIFIED FINANCIAL PLANNER™ certificant. I created the curriculum, staffed the faculty and also teach the final Capstone course for each cohort. -
MemberPinnacle Study Group 2010 - 2014
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Senior Vice-President Of DistributionProvident Mutual Life Insurance Company Apr 1999 - Nov 2001Responsible for all lines of Distribution, nationally (including Puerto Rico) via independent planners, career representatives, brokerage, pension services and the subsidiary broker dealer, 1717 Capital Management Company. Company purchased by Nationwide Financial Group.
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Vice-President, Sales And MarketingThe Prudential Apr 1996 - Mar 1999Responsible for all advisors and planners in PA, NJ, DE, and Northern Virginia.
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Managing Partner For Delaware General OfficeNew York Life Insurance Company Mar 1993 - Apr 1996Responsible for operations, productivity and profitability of advisors in DE, South Eastern PA, and portions of Northern MD. -
Worked In A Variety Of CapacitiesThe Prudential Nov 1984 - Mar 1993Served as Managing Partner of Wilmington Agency for three years after acting as Assistant to Vice-President which followed working as an advisor in the areas of executive benefits, wealth management, retirement planning and estate planning.
Daniel Danese Skills
Daniel Danese Education Details
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Certified Financial Planner Board Of Standards, Inc.Certified Financial Planner™ Professional -
Chartered Life Underwriter® -
Bachelor Of Science
Frequently Asked Questions about Daniel Danese
What company does Daniel Danese work for?
Daniel Danese works for Legacy Solutions Incorporated
What is Daniel Danese's role at the current company?
Daniel Danese's current role is President at Legacy Solutions Incorporated.
What is Daniel Danese's email address?
Daniel Danese's email address is dd****@****ons.org
What is Daniel Danese's direct phone number?
Daniel Danese's direct phone number is +161058*****
What schools did Daniel Danese attend?
Daniel Danese attended Certified Financial Planner Board Of Standards, Inc., The American College, West Chester University Of Pennsylvania.
What are some of Daniel Danese's interests?
Daniel Danese has interest in Coaching A Variety Of Youth Sports, Golf, Motorcycling.
What skills is Daniel Danese known for?
Daniel Danese has skills like Retirement Planning, Financial Planninga, Investments, Wealth Management, Estate Planning, Management, Finance, Financial Services, Securities, Public Speaking, Financial Planning, Insurance.
Who are Daniel Danese's colleagues?
Daniel Danese's colleagues are Ciara Danese Price, Cfp®, Cslp®, Ciara Danese Price, Cfp®.
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Dani Danese
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