Dan Glod, Cima®, Cfp®, Cpwa®, Chfc® Email & Phone Number

Stone Fortress Wealth Strategies specializes in providing comprehensive financial planning and investment management tailored for High Net Worth Individuals and Families, with a particular focus on business owners and professionals such as Dentists. Our services encompass a wide range of financial needs including cash flow analysis, budgeting, retirement.

Huntsville, AL, US

As the Director of Financial Planning at High Speed Alliance (HSA), I play a pivotal role in delivering strategic financial planning to our esteemed members. Our mission is to empower successful entrepreneurs by focusing on the four critical pillars of Financial Well Being: Freedom, Legacy, Finance, and Business.At HSA, we specialize in constructing.

As a Regional Vice President at Coventry First, LLC, I played a pivotal role in the life settlements industry by collaborating with a diverse clientele of professional fiduciaries, including financial planners, CPAs, and attorneys. My primary responsibility was to provide education and strategic insights regarding the unique asset class of life.

New York, NY, US

As a Wealth Management Advisor at TIAA, I had the privilege of delivering personalized and comprehensive financial planning services to high-net-worth professionals in academia and the medical field. My focus was on guiding clients through the intricacies of retirement planning, conducting in-depth cash flow analyses, and developing strategic estate and.

Pittsburgh, Pennsylvania, US

As a Financial Advisor at PNC Investments, I worked closely with affluent and high-net-worth bank customers, guiding them to capitalize on opportunities for increased returns through diverse investment strategies. A key aspect of my role was to educate clients on various investment avenues, leading to the development of long-term financial planning.

New York, NY, US

As Vice President, Wealth Management Specialist at Merrill Lynch, I served as the subject matter expert for all fee-based investment programs, including mutual fund wrap programs, separately managed accounts, and unified managed accounts. In this pivotal role, I maintained comprehensive knowledge of best-in-class asset managers across platforms and asset.

New York, NY, US

As a Financial Advisor at Merrill Lynch, I collaborated in a dynamic partnership with a senior financial advisor who brought a wealth of expertise in legal and estate planning, having previously served as the head of a major Trust Company. My role, complementing hers, focused on leveraging strengths in asset management, portfolio construction, and.

New York, NY, US

As the Regional Vice President, External Wholesaler at BlackRock, I led business development across a diverse territory spanning five states in the Midwest - MO, IL, KS, AR, and IA. In this key role, I was entrusted with representing the entire suite of BlackRock retail investment options, including mutual funds, separately managed accounts, privately.

New York, NY, US

In my capacity as Regional Vice President, External Wholesaler at Merrill Lynch Investment Managers, I assumed a strategic leadership role, overseeing business development across the dynamic territory of South Carolina (SC), Georgia (GA), and Alabama (AL). Tasked with representing Merrill Lynch Investment Managers, I played a pivotal role in advocating for.

New York, NY, US

As an Assistant Vice President, Internal Wholesaler for Merrill Lynch Investment Managers, I played a pivotal role in supporting the Regional Vice President with a specific focus on the vibrant market of Illinois, particularly Chicago and its surrounding suburbs. My responsibilities centered on building robust relationships with financial advisors to.

San Francisco, California, US

In my inaugural role in financial services as a Financial Specialist at First Union (now Wachovia) Bank, I played a multifaceted role leveraging needs-based selling techniques to cater to a diverse clientele. My responsibilities spanned from facilitating the opening of consumer and business checking and savings accounts to providing comprehensive loan.

As a Lance Corporal (E3) serving as a Fiscal Clerk in the United States Marine Corps, my responsibilities were crucial in ensuring the accurate and timely disbursement of financial resources to fellow Marines, particularly for travel expenses. Operating with precision and efficiency, I undertook various tasks that were essential to maintaining the fiscal.

Bsba, Finance

Diploma