Daniel Mercer believes that it all begins and ends with great service. This means treating everyone with integrity and respect and working diligently to help his clients in all aspects of their financial goals. Daniel provides services dealing with all aspects of financial matters including retirement, tax reduction, saving for college education, insurance and a host of other financial needs.
No stranger to the financial field, Daniel has spent over 12 years as an advisor and many more as an avid investor. His experience has taught him the importance of keeping your emotions out of investing and sticking to a plan. He is an Investment Advisor Representative (IAR) and holds the series 7, 66, and life & health insurance licenses. He also holds the designation of an Accredited Asset Management Specialist (AAMS).
Prior to starting his career as an advisor he received an honorable discharge from the U.S. Navy and also completed coursework to obtain a ministry ordination with The Assemblies of God.
