Daniel LeRoy is a Senior Associate and Financial Consultant with Phoenix Private Wealth/ AXA Advisors LLC, where he focuses on assisting clients with investment and retirement planning, tax strategies, college planning and much more.
Before beginning his career at AXA he wanted to make sure he gave back more than on the occasion. He decided to join the Peace Corps, and was stationed in the Dominican Republic as a Small Business Development Volunteer. Daniel was able to build two tour companies while managing a Cooperative of fishermen. In his spare time he taught English and Entrepreneurial classes in the community while working very closely with Rotary International and the local Government.
Bringing his passion of helping those in need, he quickly became a leading force within Phoenix Private Wealth by earning the AXA Fast Start Award for his achievements.
Daniel is a Graduate of SUNY Geneseo with a degree in Business Administration. He holds the Series 7 and Series 66 registrations; and Life, Accident and Health Licenses.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.