Daniel M. McDermott, ChFC®, CFP®, AIF®

The founder and owner of McDermott Advisory Group, LLC (MAG), Daniel M. McDermott has been providing financial planning advice since 1987.  An alumni of West Chester University with a B.S. in Business, Dan received his Certified Financial Planner certification (CFP®) from the College for Financial Planning in 1997 and his Chartered Financial Consultant Designation (ChFC®) from the American College in 1993. 

Dan serves as the Director, CEO and Chief Compliance Officer of McDermott Advisory Group, LLC. 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.

Dan is also licensed as a registered representative with Cambridge Investment Research, Inc., a registered securities broker/dealer, member of the Financial Industry Regulatory Authority and the Securities Investors Protection Corporation.  He holds various securities licenses including the Series 7 and 24. As the Chief Compliance Officer of McDermott Advisory Group, Dan is responsible for developing, overseeing and enforcing the firm’s compliance programs that have been established to monitor and supervise the activities and services provided by the firm and its representatives. 

For Dan’s commitment to building relationships with his clients while providing honest, personal advice, he has been selected by both Delaware Today Magazine & Philadelphia Today as a Five Star Wealth Manager as one of the top financial advisors in the Delaware area.  In addition, McDermott Advisory Group has been recognized by Wealth Manager as one of the top wealth managers in the USA.*

For more than 30 years, Dan has been advising clients in the financial services industry, he has worked diligently to expand his knowledge and depth of services, and to provide security for clients and their investment and wealth management. 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.  His duty is to provide his clients with the education and peace of mind for a successful financial future.

Dan is a member of the Financial Planning Association. He resides in Wilmington with his wife, Joanie, and their three children. In his spare time, Dan’s hobbies include running, reading, golf,  and cheering for local Philly sports teams.

 

 

 

Christopher Blakely CFP®, CTFA, CMFC

 

Chris joined the McDermott Advisory Group, LLC, in October 2014 to assist with research. He holds Certified Financial Planner and Certified Trust and Financial Advisor designations. He earned his Bachelor of Science from Edinboro University, a Financial Planning certificate from NYU and is slowly working toward a Master’s degree in Applied Statistics.

Chris’s role with McDermott Advisory Group, LLC (MAG), includes analysis of MAG’s investment process to create the most diversified portfolio, investment research of traditional and alternative investments and investment oversight of existing portfolios making sure that client risk remains in line with their Investment Policy Statement.  

Chris has over 15 years’ experience and lives in West Chester, PA., with his wife and three children. 

 

*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients.  Recipients are identified through research conducted by industry peers and firms.   Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance.  For more information, go to www.fivestarprofessional.com