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, education, estate and insurance planning, liability management, and tax minimization strategies. What distinguishes us is our 25 years of experience, coupled with a commitment to honesty, integrity, and personalized client education. Our logo, a stone fortress, symbolizes our mission to help clients construct a secure financial foundation capable of withstanding economic storms. At Stone Fortress, our goal is twofold: to guide clients through financial complexities and to fortify their investments against market cycles.

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 personalized portfolios, exploring alternative investments, real estate opportunities, venture capital, business valuation, and tax mitigation strategies. Our holistic approach is designed to help our clients build investment income, minimize taxes, and secure their financial future, all while providing a robust risk management framework.Our commitment to regular reviews and refinement processes provides our clients with peace of mind, allowing them to navigate the ever-evolving economic landscape with confidence. I take immense pride in leading the financial planning efforts at HSA, and I'm dedicated to helping our clients achieve their financial well-being goals. Together, we can create a lasting legacy and attain the Freedom and prosperity that extends across generations.

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 settlements, as well as the intricate process of selling life insurance policies.

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 legacy plans, including charitable donations.

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 relationships. For those who transitioned into financial planning clients, I provided comprehensive retirement planning services

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 classes. Additionally, staying abreast of the firm's perspective on the economy and market trends was integral to providing informed counsel and training to advisors.

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 comprehensive financial planning to provide tailored services to our clientele, predominantly comprised of medical doctors.

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 managed accounts, exchange-traded funds (ETFs) through iShares, and alternative investments such as manager futures and private equity. Annual Sales in my market were north of $500mm topping out at $775mm in 2009 a year where I broke the all-time sales record for the market and was number 1 in the country in year over year growth and sales vs. goals. I also served on the ACTM (Advisory Council to Management) which included periodic meetings with Senior Executives at BlackRock to provide feedback on my insights on the market and needs of advisors and investors.

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 and showcasing the full range of retail investment solutions available to financial advisors. After 3 years, sales were 40% higher than when I took over and I was number 1 in the country in Net Sales p/Advisor. This lead to me being promoted to a much larger market in the Midwest.

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 complement the external wholesaler's efforts, ultimately contributing to the success of our market. We were consistently at the top of sales results each year. This ultimately led to me being promoted to Regional Vice President, External Wholesaler in South Carolina.

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 solutions for individuals and businesses alike. Additionally, I assisted customers in identifying investment opportunities through mutual funds and annuities.

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 integrity of the unit.

Bsba, Finance

Diploma