Daniel McNulty CFP®, ChFC®, AIF®

Graduating from James Madison University in 1999 with a Finance degree, Dan McNulty has over two decades of experience in the financial and economic industry. He currently holds the Series 24, 7, 65, 63, 53, 52, and Life & Health securities/insurance licenses. Dan has also obtained the CFP®, ChFC®, and AIF® professional designations.

Dan has been employed with Equitable Advisors, LLC since 2001, and was tapped to head the Wealth Management Division of the Washington, DC branch in 2005. There, he assists advisors in recommending proper asset management strategies and platforms to assist their clients in meeting financial goals. In 2018, Dan expanded his role to work with the The Capital Branch that now includes all of Virginia, Maryland, and the District of Columbia. The responsibility was again extended in 2021 to include the Greater Philadelphia area as the Senior Director of Wealth Management for the Mid-Atlantic Complex.