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Daniel LeRoy- Senior Associate
Phoenix Private Wealth

6200 Old Dobbin Lane Ste 100
Columbia, MD 21045
Phone:
  • 443-832-1926
Daniel is a Senior Associate and Financial Consultant with Phoenix Private Wealth/ AXA Advisors LLC,... Read More

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Advising Families and Businesses on retirement planning, tax reduction, and peace of mind

Daniel 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 mitigation, college planning and much more.

Before beginning his career at AXA he wanted to make sure he gave back in more than a weekend basis and decided to join the Peace Corps. Stationed in the Dominican Republic as a Small Business Development Volunteer, he 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.

His goal is simple though, to treat every client with respect and care while bringing the knowledge and support of his entire team for the most innovative concepts, strategies and qualifications in the financial world.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck