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Daniel M. McDermott

Sr. Wealth Advisor

Daniel M. McDermott

ChFC®, CFP®, AIF®

dmcdermott@merceradvisors.com

302.778.5677

Daniel M. McDermott has been providing financial planning advice to individuals and business for more than 30 years. An alumnus of West Chester University, Dan is a CERTIFIED FINANCIAL PLANNERTM professional, Chartered Financial Consultant (ChFC®) and an Accredited Investment Fiduciary (AIF®).

Dan’s responsibilities include managing the firm’s financial planning and wealth management, providing an assessment of the client’s current situation, and implementing specific action steps for the attainment of their goals. Dan works directly with clients to identify their goals and needs. He continuously monitors their investment portfolio and financial planning details to ensure that his client’s objectives are being met. He strives to put himself in his clients’ shoes and see things from their perspective, with the ultimate goal being the achievement of his clients’ personal and financial dreams.

Dan resides in Wilmington with his wife, Joanie, and their three children.

Wilmington

3520 Silverside Road
Suite 25
Wilmington, Delaware 19810

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