My position provides me the ability to monitor economic and market trends on behalf of our team of financial professionals. I also work closely with team members to assist clients in helping them work toward achieving their business and personal planning goals. Asset management strategies play an important role in a variety of planning needs, including retirement, education, and survivorship planning.
Graduating from James Madison University in 1999 with a Finance degree, my nearly two decades of experience in the profession has allowed me to gain invaluable knowledge of the economic and financial industry. I was tapped to lead our investment team in 2002. In July of 2016 I achieved the Accredited Investment Fiduciary (AIF®) professional designation. The AIF®, in today’s climate of heightened fiduciary regulations and responsibilities, is projected to become one of the leading designations in the financial services field and a credential that clients will increasingly demand to see.
- BA Finance - James Madison University
- AIF® Accredited Investment Fiduciary
- Member of Delta Sigma Pi- Professional Business Fraternity
Dan McNulty, in his capacity with Equitable Advisors, provides support for members of Capital Financial Group of VA, LLC.
Dan McNulty, AIF offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.