
Financial Advisor, Northwestern Mutual Financial Network
Raleigh-Durham, North Carolina Area

Financial Advisor, Northwestern Mutual Financial Network
Raleigh-Durham, North Carolina Area
Wallace G. Daniel, Jr. is a Financial Advisor with the Northwestern Mutual Financial Network. The Network's mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He uses a four-step approach in working with his clients to understand complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or to protect and preserve assets over the long-term. For additional information, call Dan at (919) 755-3242 or visit his eb site at www.dan-daniel.com.
Personal Needs Analysis
(Privately Held; Financial Services industry)
2001 — Present (8 years )
Wallace G. Daniel, Jr. helps individuals achieve a more secure future for themselves, their families, and businesses by providing a wide range of products and services to address their needs and goals. He can also work with clients in creating a financial plan that will serve their needs over time. Please let Dan know how he might be able to help you realize your vision for the future.
MBA , Marketing , 1994 — 1996
BS , Economics , 1979 — 1983
White Memorial Presbyterian Church, North Hills Club