Daniel M. McDermott,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel M. McDermott, CFP®

ChFC, AIF®

Mercer Advisors

3520 Silverside Rd, Ste 25
Wilmington, DE 19810
FINANCIAL ADVISOR'S WEBSITE
(888) 520-5677
(480) 588-9084

General

Daniel McDermott is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mercer Advisors in Wilmington, DE and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: DE, MD, PA, NJ, NY
  • Health/disability insurance: DE, MD, PA, NJ, NY
  • Fixed annuities: DE, MD, PA, NJ, NY
  • Variable annuities: DE, MD, PA, NJ, NY

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources