Meet Daniel
Dan is a Sr. Wealth Advisor based in Hockessin, Delaware and primarily operating from Florida. He founded and led McDermott Advisory Group, LLC for more than 20 years before its acquisition by Mercer Advisors in 2018. He has been offering financial planning advice to individuals and businesses for nearly 40 years. Dan holds a B.S. degree from West Chester University and is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant®, and Accredited Investment Fiduciary®. He is enthusiastic about building long-term relationships with his clients and understanding their distinct financial challenges. With patience and optimism, he aims to incorporate these qualities into his clients’ financial plans to help ensure long-term success.
Daniel’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Daniel has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- For business owners, advice on selling your business to help maximize value — and plan what comes next
His working style
Dan is known for his calm, practical demeanor. He believes that we are born with two ears and one mouth for a reason. For Dan, his clients’ needs always come first.
Daniel in real life
What keeps you busy outside of work?
Exercise keeps me busy. You name it — running, cycling, golf, tennis, paddleboarding, weight lifting, and stretching, I like it. I also stay busy with my family. My wife and I enjoy trying to keep up with our three active adult children.
Why do you like working at Mercer Advisors?
I like the full transparency with the advisors, allowing us to pass that on to our clients.
What makes you tick?
Knowing that every day I can make a difference in other people’s lives.
Meet Daniel’s Teammates
Marie Levinsky
Sr. Client Service Specialist
What Daniel Says
Marie consistently gets things done and usually gets them done right. Her work for our clients is remarkable and she goes about her day professionally, not expecting to be noticed or lauded.
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Search – Five Star Professional
Five Star Wealth Managers 2025: Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.